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 | $24,668 | $99,640-75.2% | $86,436-71.5% | $134,475-81.7% |
| Participation rate | 44.4% | 82.0%-37.6pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -20.99% | 6782.58%-6803.6pp | 4394.89%-4415.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,178 | $7,246-69.9% | $6,952-68.7% | $6,400-66.0% |
| Admin fee / account holder | $806 | $8,371-90.4% | $6,731-88.0% | $11,426-92.9% |