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 | $25,163 | $55,472-54.6% | $155,567-83.8% | $74,546-66.2% |
| Participation rate | 26.3% | 61.9%-35.6pp | 78.2%-51.9pp | 67.2%-40.9pp |
| Annual return | 9.24% | 268.72%-259.5pp | 64.74%-55.5pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $363 | $2,269-84.0% | $4,674-92.2% | $2,624-86.2% |
| Participant deferral / active EE | $777 | $2,838-72.6% | $5,628-86.2% | $4,347-82.1% |
| Admin fee / account holder | $2,757 | $1,743+58.2% | $15,916-82.7% | $1,944+41.9% |