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 | $58,212 | $180,449-67.7% | $154,107-62.2% | $135,375-57.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -10.97% | 888.09%-899.1pp | 735.12%-746.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,398 | $6,035-76.8% | $5,298-73.6% | $4,779-70.7% |
| Participant deferral / active EE | $1,804 | $5,806-68.9% | $5,081-64.5% | $5,609-67.8% |
| Admin fee / account holder | $1,689 | $16,143-89.5% | $13,411-87.4% | $10,827-84.4% |