See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,418 | $73,102-52.9% | $123,544-72.1% | $56,287-38.9% |
| Participation rate | 31.8% | 74.3%-42.5pp | 82.3%-50.5pp | 69.9%-38.1pp |
| Annual return | -7.65% | 3.01%-10.7pp | 119.20%-126.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,807 | $2,977-39.3% | $4,628-61.0% | $2,111-14.4% |
| Participant deferral / active EE | $792 | $5,423-85.4% | $6,426-87.7% | $3,350-76.4% |
| Admin fee / account holder | $488 | $554-11.9% | $9,284-94.7% | $521-6.4% |