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 | $62,623 | $71,050-11.9% | $93,606-33.1% | $80,856-22.5% |
| Participation rate | 39.0% | 60.4%-21.4pp | 68.7%-29.7pp | 67.6%-28.6pp |
| Annual return | 8.90% | 11.26%-2.4pp | 133.20%-124.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $370 | $1,564-76.3% | $2,420-84.7% | $2,755-86.6% |
| Participant deferral / active EE | $2,081 | $4,034-48.4% | $4,411-52.8% | $4,296-51.6% |
| Admin fee / account holder | $1,053 | $6,945-84.8% | $8,285-87.3% | $6,918-84.8% |