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 | $129,694 | $111,814+16.0% | $93,654+38.5% | $145,959-11.1% |
| Participation rate | 60.9% | 74.2%-13.3pp | 68.7%-7.9pp | 80.3%-19.4pp |
| Annual return | 1.86% | 203.30%-201.4pp | 133.34%-131.5pp | 561.95%-560.1pp |
| Employer contribution / active EE | $691 | $3,092-77.6% | $2,421-71.4% | $4,661-85.2% |
| Participant deferral / active EE | $864 | $4,914-82.4% | $4,413-80.4% | $6,689-87.1% |
| Admin fee / account holder | $787 | $10,246-92.3% | $8,282-90.5% | $13,398-94.1% |