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 | $94,742 | $209,411-54.8% | $178,490-46.9% | $158,922-40.4% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 1.65% | 188.75%-187.1pp | 151.07%-149.4pp | 302.83%-301.2pp |
| Employer contribution / active EE | $1,330 | $5,706-76.7% | $5,011-73.5% | $4,761-72.1% |
| Participant deferral / active EE | $1,837 | $5,954-69.1% | $5,202-64.7% | $5,982-69.3% |
| Admin fee / account holder | $3,840 | $17,074-77.5% | $13,984-72.5% | $11,246-65.9% |