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 | $46,641 | $77,899-40.1% | $149,673-68.8% | $75,163-37.9% |
| Participation rate | 32.4% | 65.6%-33.2pp | 78.8%-46.4pp | 67.2%-34.8pp |
| Annual return | 9.38% | 31.72%-22.3pp | 134.42%-125.0pp | 160.62%-151.2pp |
| Employer contribution / active EE | $801 | $3,137-74.5% | $4,818-83.4% | $2,670-70.0% |
| Participant deferral / active EE | $801 | $3,411-76.5% | $5,680-85.9% | $4,125-80.6% |
| Admin fee / account holder | $555 | $5,956-90.7% | $13,210-95.8% | $5,651-90.2% |