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 | $27,496 | $111,724-75.4% | $93,606-70.6% | $145,922-81.2% |
| Participation rate | 57.9% | 74.2%-16.3pp | 68.7%-10.8pp | 80.3%-22.4pp |
| Annual return | -43.85% | 202.98%-246.8pp | 133.20%-177.0pp | 561.29%-605.1pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $831 | $4,912-83.1% | $4,411-81.2% | $6,688-87.6% |
| Admin fee / account holder | $333 | $10,250-96.8% | $8,285-96.0% | $13,397-97.5% |