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 | $24,510 | $45,035-45.6% | $62,995-61.1% | $70,131-65.1% |
| Participation rate | 46.2% | 69.5%-23.4pp | 74.8%-28.7pp | 69.5%-23.4pp |
| Annual return | 9.33% | 18.76%-9.4pp | 87.57%-78.2pp | 73.14%-63.8pp |
| Employer contribution / active EE | $146 | $2,051-92.9% | $2,759-94.7% | $2,342-93.8% |
| Participant deferral / active EE | $917 | $2,465-62.8% | $3,329-72.4% | $3,332-72.5% |
| Admin fee / account holder | $892 | $2,834-68.5% | $3,600-75.2% | $4,645-80.8% |