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 | $72,165 | $93,571-22.9% | $135,903-46.9% | $75,163-4.0% |
| Participation rate | 34.5% | 75.2%-40.7pp | 81.9%-47.4pp | 67.2%-32.7pp |
| Annual return | 11.59% | 30.90%-19.3pp | 68.23%-56.6pp | 160.62%-149.0pp |
| Employer contribution / active EE | $544 | $3,537-84.6% | $4,856-88.8% | $2,670-79.6% |
| Participant deferral / active EE | $2,672 | $6,404-58.3% | $7,758-65.6% | $4,125-35.2% |
| Admin fee / account holder | $1,485 | $6,975-78.7% | $10,762-86.2% | $5,651-73.7% |