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 6-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 | $29,343 | $30,588-4.1% | $53,898-45.6% | $85,563-65.7% |
| Participation rate | 2.5% | 26.3%-23.8pp | 55.0%-52.4pp | 66.0%-63.4pp |
| Annual return | 1.48% | 50.42%-48.9pp | 528.60%-527.1pp | 31.51%-30.0pp |
| Employer contribution / active EE | $63 | $436-85.6% | $932-93.3% | $2,654-97.6% |
| Participant deferral / active EE | $183 | $848-78.4% | $1,826-90.0% | $4,375-95.8% |
| Admin fee / account holder | $5,104 | $1,879+171.6% | $2,491+104.9% | $834+511.9% |