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.
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 | $24,780 | $73,933-66.5% | $96,683-74.4% | $75,163-67.0% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 8.63% | 26.70%-18.1pp | 35.69%-27.1pp | 160.62%-152.0pp |
| Employer contribution / active EE | $373 | $2,928-87.3% | $3,737-90.0% | $2,670-86.0% |
| Participant deferral / active EE | $1,511 | $3,659-58.7% | $4,878-69.0% | $4,125-63.4% |
| Admin fee / account holder | $1,971 | $5,216-62.2% | $6,730-70.7% | $5,651-65.1% |