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 | $48,672 | $157,256-69.0% | $141,162-65.5% | $152,861-68.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 2.97% | 64.32%-61.4pp | 71.39%-68.4pp | 345.32%-342.3pp |
| Employer contribution / active EE | $796 | $5,261-84.9% | $4,735-83.2% | $4,762-83.3% |
| Participant deferral / active EE | $5,260 | $7,109-26.0% | $6,709-21.6% | $5,850-10.1% |
| Admin fee / account holder | $499 | $12,120-95.9% | $10,261-95.1% | $11,596-95.7% |