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 | $56,277 | $84,233-33.2% | $170,442-67.0% | $70,131-19.8% |
| Participation rate | 12.5% | 70.8%-58.3pp | 83.6%-71.1pp | 69.5%-57.0pp |
| Annual return | 9.08% | 23.06%-14.0pp | 205.93%-196.8pp | 73.14%-64.1pp |
| Employer contribution / active EE | $601 | $3,387-82.2% | $5,433-88.9% | $2,342-74.3% |
| Participant deferral / active EE | $646 | $3,086-79.1% | $4,939-86.9% | $3,332-80.6% |
| Admin fee / account holder | $1,107 | $5,698-80.6% | $13,880-92.0% | $4,645-76.2% |