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 | $35,155 | $107,334-67.2% | $92,893-62.2% | $152,861-77.0% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 9.61% | 145.58%-136.0pp | 109.41%-99.8pp | 345.32%-335.7pp |
| Employer contribution / active EE | $1,579 | $4,221-62.6% | $3,653-56.8% | $4,762-66.8% |
| Participant deferral / active EE | $585 | $4,845-87.9% | $4,236-86.2% | $5,850-90.0% |
| Admin fee / account holder | $618 | $7,079-91.3% | $5,794-89.3% | $11,596-94.7% |