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 | $110,173 | $58,927+87.0% | $76,817+43.4% | $72,985+51.0% |
| Participation rate | 30.3% | 67.3%-37.0pp | 72.1%-41.8pp | 69.5%-39.2pp |
| Annual return | 14.34% | 2305.64%-2291.3pp | 1166.11%-1151.8pp | 81.00%-66.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,428 | $2,690+27.4% | $3,336+2.8% | $3,607-5.0% |
| Admin fee / account holder | $2,417 | $4,013-39.8% | $6,420-62.3% | $5,124-52.8% |