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.
Employer 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 | $22,320 | $58,208-61.7% | $81,812-72.7% | $80,856-72.4% |
| Participation rate | 27.4% | 63.4%-36.0pp | 72.3%-44.9pp | 67.6%-40.2pp |
| Annual return | 7.44% | 41.66%-34.2pp | 773.79%-766.3pp | 35.59%-28.2pp |
| Employer contribution / active EE | $211 | $2,340-91.0% | $2,912-92.8% | $2,755-92.4% |
| Participant deferral / active EE | $1,270 | $3,281-61.3% | $4,319-70.6% | $4,296-70.4% |
| Admin fee / account holder | $5,355 | $4,981+7.5% | $7,386-27.5% | $6,918-22.6% |