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 | $84,338 | $49,173+71.5% | $121,098-30.4% | $75,163+12.2% |
| Participation rate | 32.9% | 55.4%-22.5pp | 69.5%-36.6pp | 67.2%-34.3pp |
| Annual return | 11.82% | 55.99%-44.2pp | 985.75%-973.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $480 | $1,546-68.9% | $4,164-88.5% | $2,670-82.0% |
| Participant deferral / active EE | $734 | $2,628-72.1% | $4,080-82.0% | $4,125-82.2% |
| Admin fee / account holder | $11,583 | $3,942+193.8% | $5,644+105.2% | $5,651+105.0% |