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 | $57,772 | $65,365-11.6% | $92,893-37.8% | $72,985-20.8% |
| Participation rate | 61.1% | 68.3%-7.2pp | 76.0%-14.9pp | 69.5%-8.4pp |
| Annual return | 13.23% | 42.10%-28.9pp | 109.41%-96.2pp | 81.00%-67.8pp |
| Employer contribution / active EE | $402 | $2,594-84.5% | $3,653-89.0% | $2,440-83.5% |
| Participant deferral / active EE | $1,887 | $3,128-39.7% | $4,236-55.5% | $3,607-47.7% |
| Admin fee / account holder | $3,782 | $4,251-11.1% | $5,794-34.7% | $5,124-26.2% |