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 | $40,271 | $106,584-62.2% | $101,326-60.3% | $142,382-71.7% |
| Participation rate | 21.7% | 82.7%-60.9pp | 81.5%-59.8pp | 80.1%-58.4pp |
| Annual return | 9.68% | 36.93%-27.3pp | 36.82%-27.1pp | 217.08%-207.4pp |
| Employer contribution / active EE | $213 | $3,956-94.6% | $3,665-94.2% | $4,299-95.0% |
| Participant deferral / active EE | $426 | $8,297-94.9% | $7,994-94.7% | $6,507-93.5% |
| Admin fee / account holder | $7,337 | $11,446-35.9% | $11,185-34.4% | $12,624-41.9% |