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 | $86,053 | $101,499-15.2% | $147,005-41.5% | $74,546+15.4% |
| Participation rate | 53.4% | 75.5%-22.1pp | 82.2%-28.8pp | 67.2%-13.8pp |
| Annual return | 10.69% | 8732.34%-8721.7pp | 418.76%-408.1pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $1,013 | $3,811-73.4% | $4,934-79.5% | $2,624-61.4% |
| Participant deferral / active EE | $2,602 | $7,304-64.4% | $8,070-67.8% | $4,347-40.2% |
| Admin fee / account holder | $889 | $1,748-49.1% | $13,006-93.2% | $1,944-54.3% |