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 | $50,753 | $74,927-32.3% | $101,794-50.1% | $84,808-40.2% |
| Participation rate | 52.9% | 61.4%-8.5pp | 69.2%-16.2pp | 68.3%-15.4pp |
| Annual return | 10.69% | 18.70%-8.0pp | 30.53%-19.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $484 | $1,522-68.2% | $2,289-78.8% | $2,631-81.6% |
| Participant deferral / active EE | $297 | $3,099-90.4% | $4,084-92.7% | $4,212-92.9% |
| Admin fee / account holder | $3,480 | $6,514-46.6% | $8,777-60.4% | $7,344-52.6% |