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 | $32,298 | $80,753-60.0% | $136,294-76.3% | $62,292-48.2% |
| Participation rate | 31.4% | 73.5%-42.2pp | 81.9%-50.5pp | 69.5%-38.1pp |
| Annual return | 11.05% | 35.83%-24.8pp | 5155.94%-5144.9pp | 28.90%-17.9pp |
| Employer contribution / active EE | $598 | $2,884-79.3% | $4,695-87.3% | $2,042-70.7% |
| Participant deferral / active EE | $1,072 | $5,164-79.2% | $6,247-82.8% | $3,169-66.2% |
| Admin fee / account holder | $3,362 | $525+539.9% | $9,243-63.6% | $479+601.4% |