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 9-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 | $39,148 | $65,365-40.1% | $92,893-57.9% | $72,985-46.4% |
| Participation rate | 63.2% | 68.3%-5.2pp | 76.0%-12.8pp | 69.5%-6.3pp |
| Annual return | 12.21% | 42.10%-29.9pp | 109.41%-97.2pp | 81.00%-68.8pp |
| Employer contribution / active EE | $14,294 | $2,594+451.0% | $3,653+291.3% | $2,440+485.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $9,403 | $4,251+121.2% | $5,794+62.3% | $5,124+83.5% |