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 | $68,827 | $50,175+37.2% | $99,443-30.8% | $65,185+5.6% |
| Participation rate | 35.9% | 68.4%-32.5pp | 73.8%-37.9pp | 70.2%-34.3pp |
| Annual return | 17.50% | 25.36%-7.9pp | 30.72%-13.2pp | 29.38%-11.9pp |
| Employer contribution / active EE | $514 | $1,496-65.6% | $2,540-79.7% | $2,177-76.4% |
| Participant deferral / active EE | $892 | $2,748-67.5% | $3,619-75.4% | $3,514-74.6% |
| Admin fee / account holder | $2,654 | $398+567.5% | $6,250-57.5% | $847+213.3% |