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 | $47,876 | $76,050-37.0% | $96,544-50.4% | $71,457-33.0% |
| Participation rate | 31.1% | 74.4%-43.3pp | 76.0%-44.9pp | 67.9%-36.8pp |
| Annual return | 11.95% | 22.81%-10.9pp | 25.84%-13.9pp | 28.85%-16.9pp |
| Employer contribution / active EE | $946 | $2,244-57.8% | $2,965-68.1% | $2,588-63.4% |
| Participant deferral / active EE | $1,699 | $4,215-59.7% | $4,851-65.0% | $4,289-60.4% |
| Admin fee / account holder | $1,406 | $2,707-48.1% | $8,252-83.0% | $1,587-11.4% |