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 | $53,003 | $77,899-32.0% | $149,673-64.6% | $75,163-29.5% |
| Participation rate | 22.2% | 65.6%-43.4pp | 78.8%-56.5pp | 67.2%-45.0pp |
| Annual return | -3.11% | 31.72%-34.8pp | 134.42%-137.5pp | 160.62%-163.7pp |
| Employer contribution / active EE | $415 | $3,137-86.8% | $4,818-91.4% | $2,670-84.5% |
| Participant deferral / active EE | $796 | $3,411-76.7% | $5,680-86.0% | $4,125-80.7% |
| Admin fee / account holder | $2,366 | $5,956-60.3% | $13,210-82.1% | $5,651-58.1% |