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 7-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 | $10,968 | $114,381-90.4% | $107,525-89.8% | $142,382-92.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 10.54% | 242.71%-232.2pp | 181.32%-170.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $820 | $4,015-79.6% | $3,754-78.2% | $4,299-80.9% |
| Participant deferral / active EE | $1,351 | $5,564-75.7% | $5,116-73.6% | $6,507-79.2% |
| Admin fee / account holder | $568 | $9,860-94.2% | $8,919-93.6% | $12,624-95.5% |