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 | $23,033 | $106,515-78.4% | $96,683-76.2% | $139,434-83.5% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.3%-32.7pp | 80.3%-38.7pp |
| Annual return | -7.17% | 38.43%-45.6pp | 35.69%-42.9pp | 372.94%-380.1pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,592 | $5,454-15.8% | $4,878-5.9% | $6,710-31.6% |
| Admin fee / account holder | $7,394 | $7,877-6.1% | $6,730+9.9% | $11,403-35.2% |