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 | $49,708 | $135,952-63.4% | $123,892-59.9% | $273,961-81.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -2.04% | 56.63%-58.7pp | 47.52%-49.6pp | 41.45%-43.5pp |
| Employer contribution / active EE | $621 | $5,170-88.0% | $4,617-86.5% | $4,869-87.2% |
| Participant deferral / active EE | $5,090 | $6,343-19.7% | $5,984-14.9% | $5,287-3.7% |
| Admin fee / account holder | $784 | $9,817-92.0% | $8,357-90.6% | $10,132-92.3% |