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 8-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 | $53,381 | $148,534-64.1% | $135,903-60.7% | $139,434-61.7% |
| Participation rate | 13.3% | 83.9%-70.5pp | 81.9%-68.6pp | 80.3%-67.0pp |
| Annual return | -4.91% | 79.19%-84.1pp | 68.23%-73.1pp | 372.94%-377.8pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,029 | $8,100-87.3% | $7,758-86.7% | $6,710-84.7% |
| Admin fee / account holder | $10,832 | $12,400-12.6% | $10,762+0.6% | $11,403-5.0% |