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 | $69,450 | $95,803-27.5% | $113,168-38.6% | $84,808-18.1% |
| Participation rate | 38.1% | 72.9%-34.8pp | 76.6%-38.5pp | 68.3%-30.2pp |
| Annual return | 6.33% | 25.00%-18.7pp | 24.27%-17.9pp | 40.90%-34.6pp |
| Employer contribution / active EE | $1,081 | $2,360-54.2% | $2,975-63.7% | $2,631-58.9% |
| Participant deferral / active EE | $1,755 | $4,242-58.6% | $5,107-65.6% | $4,212-58.3% |
| Admin fee / account holder | $96,536 | $8,989+974.0% | $12,068+700.0% | $7,344+1214.5% |