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 | $63,269 | $65,041-2.7% | $90,951-30.4% | $79,858-20.8% |
| Participation rate | 62.9% | 61.6%+1.3pp | 69.0%-6.2pp | 69.6%-6.8pp |
| Annual return | 9.06% | 30.45%-21.4pp | 134.60%-125.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $95 | $1,247-92.4% | $2,122-95.5% | $2,471-96.1% |
| Participant deferral / active EE | $1,722 | $2,512-31.4% | $3,373-48.9% | $3,740-54.0% |
| Admin fee / account holder | $5,209 | $4,536+14.8% | $5,959-12.6% | $5,306-1.8% |