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 7-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 | $32,600 | $54,701-40.4% | $86,188-62.2% | $71,457-54.4% |
| Participation rate | 34.2% | 60.1%-25.9pp | 69.0%-34.8pp | 67.9%-33.7pp |
| Annual return | 12.97% | 20.06%-7.1pp | 1168.45%-1155.5pp | 28.85%-15.9pp |
| Employer contribution / active EE | $585 | $1,265-53.8% | $2,380-75.4% | $2,588-77.4% |
| Participant deferral / active EE | $925 | $3,108-70.2% | $3,985-76.8% | $4,289-78.4% |
| Admin fee / account holder | $1,056 | $1,922-45.0% | $6,852-84.6% | $1,587-33.5% |