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 | $69,805 | $85,766-18.6% | $136,294-48.8% | $70,131-0.5% |
| Participation rate | 66.2% | 74.2%-8.0pp | 81.9%-15.7pp | 69.5%-3.4pp |
| Annual return | 13.91% | 31.45%-17.5pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,228 | $2,966-58.6% | $4,695-73.8% | $2,342-47.6% |
| Participant deferral / active EE | $2,093 | $5,051-58.6% | $6,247-66.5% | $3,332-37.2% |
| Admin fee / account holder | $12,176 | $5,420+124.6% | $9,243+31.7% | $4,645+162.1% |