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 | $50,683 | $44,960+12.7% | $84,966-40.3% | $74,495-32.0% |
| Participation rate | 10.9% | 49.4%-38.5pp | 67.5%-56.6pp | 67.2%-56.3pp |
| Annual return | 9.91% | 26.24%-16.3pp | 66.38%-56.5pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $331 | $1,457-77.3% | $2,727-87.8% | $2,623-87.4% |
| Participant deferral / active EE | $593 | $2,731-78.3% | $4,519-86.9% | $4,346-86.3% |
| Admin fee / account holder | $3,509 | $2,209+58.8% | $6,149-42.9% | $1,942+80.7% |