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 | $69,109 | $102,382-32.5% | $147,005-53.0% | $80,874-14.5% |
| Participation rate | 25.6% | 75.8%-50.2pp | 82.2%-56.5pp | 67.6%-42.0pp |
| Annual return | 9.77% | 134.89%-125.1pp | 418.76%-409.0pp | 35.62%-25.8pp |
| Employer contribution / active EE | $1,223 | $3,715-67.1% | $4,934-75.2% | $2,756-55.6% |
| Participant deferral / active EE | $2,242 | $6,646-66.3% | $8,070-72.2% | $4,297-47.8% |
| Admin fee / account holder | $11,558 | $7,942+45.5% | $13,006-11.1% | $6,935+66.6% |