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 | $87,931 | $87,013+1.1% | $106,213-17.2% | $80,856+8.7% |
| Participation rate | 61.5% | 70.4%-8.9pp | 75.3%-13.7pp | 67.6%-6.1pp |
| Annual return | 8.54% | 17.05%-8.5pp | 116.14%-107.6pp | 35.59%-27.1pp |
| Employer contribution / active EE | $847 | $2,395-64.6% | $3,171-73.3% | $2,755-69.2% |
| Participant deferral / active EE | $1,380 | $3,986-65.4% | $5,016-72.5% | $4,296-67.9% |
| Admin fee / account holder | $6,501 | $8,431-22.9% | $11,033-41.1% | $6,918-6.0% |