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 | $61,249 | $150,440-59.3% | $136,294-55.1% | $147,584-58.5% |
| Participation rate | 34.8% | 84.4%-49.6pp | 81.9%-47.1pp | 82.8%-48.0pp |
| Annual return | 9.50% | 1049.08%-1039.6pp | 5155.94%-5146.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,469 | $6,630-77.8% | $6,247-76.5% | $5,439-73.0% |
| Admin fee / account holder | $987 | $10,905-90.9% | $9,243-89.3% | $10,885-90.9% |