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 | $67,041 | $107,934-37.9% | $91,989-27.1% | $152,861-56.1% |
| Participation rate | 30.4% | 81.2%-50.7pp | 78.6%-48.2pp | 82.4%-52.0pp |
| Annual return | 13.43% | 89.24%-75.8pp | 69.02%-55.6pp | 345.32%-331.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,222 | $6,364-80.8% | $5,923-79.4% | $5,850-79.1% |
| Admin fee / account holder | $27,387 | $10,520+160.3% | $7,743+253.7% | $11,596+136.2% |