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 8-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 | $12,659 | $42,894-70.5% | $60,874-79.2% | $68,494-81.5% |
| Participation rate | 21.9% | 66.8%-44.9pp | 73.1%-51.2pp | 67.9%-46.0pp |
| Annual return | -20.09% | -13.98%-6.1pp | 16.90%-37.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $350 | $1,978-82.3% | $2,701-87.0% | $2,596-86.5% |
| Participant deferral / active EE | $2,165 | $2,867-24.5% | $3,817-43.3% | $4,027-46.3% |
| Admin fee / account holder | $1,224 | $3,101-60.5% | $3,224-62.1% | $5,403-77.4% |