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 7-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 | $41,266 | $58,264-29.2% | $86,612-52.4% | $71,457-42.3% |
| Participation rate | 22.6% | 65.0%-42.4pp | 71.7%-49.1pp | 67.9%-45.3pp |
| Annual return | 13.51% | 21.63%-8.1pp | 591.07%-577.6pp | 28.85%-15.3pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $913 | $3,436-73.4% | $4,438-79.4% | $4,289-78.7% |
| Admin fee / account holder | $13,707 | $1,057+1196.6% | $5,614+144.1% | $1,587+763.5% |