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 | $42,404 | $72,277-41.3% | $101,248-58.1% | $79,858-46.9% |
| Participation rate | 26.2% | 68.5%-42.3pp | 75.8%-49.6pp | 69.6%-43.4pp |
| Annual return | 8.94% | 22.30%-13.4pp | 46.47%-37.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $735 | $2,692-72.7% | $3,660-79.9% | $2,471-70.3% |
| Participant deferral / active EE | $1,194 | $3,282-63.6% | $4,370-72.7% | $3,740-68.1% |
| Admin fee / account holder | $2,526 | $4,400-42.6% | $5,945-57.5% | $5,306-52.4% |