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 9-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 | $17,251 | $48,795-64.6% | $65,493-73.7% | $84,808-79.7% |
| Participation rate | 14.6% | 67.0%-52.3pp | 73.1%-58.5pp | 68.3%-53.7pp |
| Annual return | 10.62% | 20.20%-9.6pp | 982.45%-971.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $340 | $1,930-82.4% | $2,574-86.8% | $2,631-87.1% |
| Participant deferral / active EE | $475 | $2,928-83.8% | $3,961-88.0% | $4,212-88.7% |
| Admin fee / account holder | $1,883 | $3,877-51.4% | $5,028-62.5% | $7,344-74.4% |