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 | $77,676 | $87,870-11.6% | $113,168-31.4% | $74,304+4.5% |
| Participation rate | 49.6% | 70.7%-21.1pp | 76.6%-26.9pp | 60.3%-10.7pp |
| Annual return | 12.88% | 26.44%-13.6pp | 24.27%-11.4pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,229 | $2,277-46.0% | $2,975-58.7% | $2,241-45.2% |
| Participant deferral / active EE | $1,798 | $4,241-57.6% | $5,107-64.8% | $3,767-52.3% |
| Admin fee / account holder | $4,792 | $3,368+42.3% | $12,068-60.3% | $2,969+61.4% |