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 | $26,882 | $105,181-74.4% | $159,436-83.1% | $85,850-68.7% |
| Participation rate | 69.9% | 75.8%-5.9pp | 82.8%-13.0pp | 69.3%+0.5pp |
| Annual return | 11.76% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $3,104 | $3,318-6.4% | $4,829-35.7% | $2,565+21.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $700 | $6,933-89.9% | $10,799-93.5% | $6,260-88.8% |