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 | $119,248 | $86,944+37.2% | $107,525+10.9% | $74,304+60.5% |
| Participation rate | 14.4% | 59.6%-45.2pp | 75.1%-60.7pp | 60.3%-46.0pp |
| Annual return | 7.11% | 23.52%-16.4pp | 181.32%-174.2pp | 29.43%-22.3pp |
| Employer contribution / active EE | $756 | $2,757-72.6% | $3,754-79.9% | $2,241-66.3% |
| Participant deferral / active EE | $1,014 | $3,554-71.5% | $5,116-80.2% | $3,767-73.1% |
| Admin fee / account holder | $1,994 | $3,727-46.5% | $8,919-77.6% | $2,969-32.8% |