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 | $58,126 | $45,152+28.7% | $73,843-21.3% | $59,632-2.5% |
| Participation rate | 5.1% | 64.0%-58.9pp | 73.4%-68.3pp | 68.7%-63.5pp |
| Annual return | -5.75% | 27.40%-33.2pp | 2267.84%-2273.6pp | 2041.28%-2047.0pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $550 | $2,574-78.6% | $3,583-84.7% | $3,192-82.8% |
| Admin fee / account holder | $2,815 | $3,516-19.9% | $4,880-42.3% | $4,297-34.5% |