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 3-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 | $29,064 | $44,960-35.4% | $84,966-65.8% | $74,495-61.0% |
| Participation rate | 7.3% | 49.4%-42.1pp | 67.5%-60.2pp | 67.2%-59.9pp |
| Annual return | 4.59% | 26.24%-21.7pp | 66.38%-61.8pp | 1364.94%-1360.4pp |
| Employer contribution / active EE | $260 | $1,457-82.2% | $2,727-90.5% | $2,623-90.1% |
| Participant deferral / active EE | $334 | $2,731-87.8% | $4,519-92.6% | $4,346-92.3% |
| Admin fee / account holder | $2,260 | $2,209+2.3% | $6,149-63.2% | $1,942+16.4% |