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 | $19,036 | $87,540-78.3% | $75,781-74.9% | $125,391-84.8% |
| Participation rate | 46.7% | 80.2%-33.5pp | 75.8%-29.2pp | 83.2%-36.5pp |
| Annual return | -4.01% | 13.48%-17.5pp | 9.68%-13.7pp | 282.22%-286.2pp |
| Employer contribution / active EE | $257 | $3,930-93.5% | $3,323-92.3% | $4,866-94.7% |
| Participant deferral / active EE | $1,027 | $4,229-75.7% | $3,651-71.9% | $5,352-80.8% |
| Admin fee / account holder | $1,675 | $6,502-74.2% | $5,299-68.4% | $9,540-82.4% |