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 6-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 | $13,602 | $50,082-72.8% | $93,406-85.4% | $79,858-83.0% |
| Participation rate | 22.0% | 60.9%-39.0pp | 66.8%-44.9pp | 69.6%-47.7pp |
| Annual return | 9.55% | 24.59%-15.0pp | 78.05%-68.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $358 | $1,303-72.6% | $2,075-82.8% | $2,471-85.5% |
| Participant deferral / active EE | $571 | $2,212-74.2% | $3,126-81.7% | $3,740-84.7% |
| Admin fee / account holder | $18,412 | $3,454+433.1% | $5,230+252.1% | $5,306+247.0% |