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 | $63,174 | $90,348-30.1% | $75,972-16.8% | $145,922-56.7% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 4.91% | 620.88%-616.0pp | 359.55%-354.6pp | 561.29%-556.4pp |
| Employer contribution / active EE | $1,210 | $3,311-63.5% | $2,685-54.9% | $4,660-74.0% |
| Participant deferral / active EE | $841 | $5,162-83.7% | $4,255-80.2% | $6,688-87.4% |
| Admin fee / account holder | $1,012 | $8,467-88.0% | $6,467-84.4% | $13,397-92.4% |