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 | $45,811 | $47,848-4.3% | $81,478-43.8% | $70,131-34.7% |
| Participation rate | 57.9% | 58.3%-0.4pp | 68.0%-10.1pp | 69.5%-11.6pp |
| Annual return | 12.89% | 27.25%-14.4pp | 38.78%-25.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,192 | $2,453+70.9% | $3,537+18.5% | $3,332+25.8% |
| Admin fee / account holder | $2,586 | $3,145-17.8% | $4,561-43.3% | $4,645-44.3% |