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 9-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 | $35,434 | $105,860-66.5% | $90,749-61.0% | $134,475-73.7% |
| Participation rate | 29.4% | 78.2%-48.8pp | 75.7%-46.3pp | 81.2%-51.8pp |
| Annual return | -21.45% | -11.01%-10.4pp | -12.16%-9.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $617 | $3,462-82.2% | $2,921-78.9% | $4,740-87.0% |
| Participant deferral / active EE | $2,071 | $5,216-60.3% | $4,564-54.6% | $6,400-67.6% |
| Admin fee / account holder | $705 | $13,938-94.9% | $8,445-91.7% | $11,426-93.8% |