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 | $31,070 | $60,349-48.5% | $74,183-58.1% | $62,891-50.6% |
| Participation rate | 63.3% | 72.7%-9.4pp | 76.6%-13.3pp | 69.3%-6.0pp |
| Annual return | 3.37% | 21.37%-18.0pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,339 | $2,856-53.1% | $3,550-62.3% | $3,203-58.2% |
| Admin fee / account holder | $719 | $4,261-83.1% | $5,586-87.1% | $4,296-83.3% |