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 6-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 | $36,614 | $95,416-61.6% | $185,823-80.3% | $85,850-57.4% |
| Participation rate | 39.8% | 68.8%-29.0pp | 81.7%-41.9pp | 69.3%-29.5pp |
| Annual return | 8.16% | 23.59%-15.4pp | 122.05%-113.9pp | 318.53%-310.4pp |
| Employer contribution / active EE | $475 | $3,314-85.7% | $5,167-90.8% | $2,565-81.5% |
| Participant deferral / active EE | $611 | $3,423-82.1% | $5,568-89.0% | $3,952-84.5% |
| Admin fee / account holder | $2,568 | $7,213-64.4% | $16,237-84.2% | $6,260-59.0% |