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 | $70,522 | $48,046+46.8% | $84,611-16.7% | $72,985-3.4% |
| Participation rate | 60.0% | 57.6%+2.4pp | 68.2%-8.2pp | 69.5%-9.5pp |
| Annual return | 3.04% | 37.38%-34.3pp | 258.74%-255.7pp | 81.00%-78.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,107 | $2,680+15.9% | $3,899-20.3% | $3,607-13.9% |
| Admin fee / account holder | $1,329 | $3,395-60.8% | $4,912-72.9% | $5,124-74.1% |