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 9-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 | $30,126 | $68,346-55.9% | $94,646-68.2% | $75,163-59.9% |
| Participation rate | 56.8% | 76.1%-19.3pp | 80.8%-24.0pp | 67.2%-10.4pp |
| Annual return | 15.22% | 616.93%-601.7pp | 156.71%-141.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,555 | $6,537-76.2% | $7,418-79.0% | $4,125-62.3% |
| Admin fee / account holder | $650 | $5,326-87.8% | $7,231-91.0% | $5,651-88.5% |