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 | $106,892 | $95,803+11.6% | $113,168-5.5% | $84,808+26.0% |
| Participation rate | 48.6% | 72.9%-24.3pp | 76.6%-28.0pp | 68.3%-19.7pp |
| Annual return | 8.09% | 25.00%-16.9pp | 24.27%-16.2pp | 40.90%-32.8pp |
| Employer contribution / active EE | $399 | $2,360-83.1% | $2,975-86.6% | $2,631-84.8% |
| Participant deferral / active EE | $2,450 | $4,242-42.2% | $5,107-52.0% | $4,212-41.8% |
| Admin fee / account holder | $17,787 | $8,989+97.9% | $12,068+47.4% | $7,344+142.2% |