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 | $27,424 | $24,730+10.9% | $66,042-58.5% | $84,808-67.7% |
| Participation rate | 19.2% | 68.1%-48.9pp | 67.5%-48.3pp | 68.3%-49.1pp |
| Annual return | 13.22% | 79.55%-66.3pp | 52.11%-38.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $350 | $857-59.2% | $1,579-77.9% | $2,631-86.7% |
| Participant deferral / active EE | $425 | $1,737-75.5% | $2,835-85.0% | $4,212-89.9% |
| Admin fee / account holder | $1,777 | $3,014-41.1% | $5,747-69.1% | $7,344-75.8% |