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 | $64,597 | $140,940-54.2% | $112,229-42.4% | $139,434-53.7% |
| Participation rate | 54.5% | 79.2%-24.6pp | 72.4%-17.9pp | 80.3%-25.8pp |
| Annual return | 6.27% | 32.71%-26.4pp | 30.20%-23.9pp | 372.94%-366.7pp |
| Employer contribution / active EE | $1,010 | $4,283-76.4% | $3,430-70.6% | $4,751-78.7% |
| Participant deferral / active EE | $1,010 | $5,874-82.8% | $4,798-79.0% | $6,710-85.0% |
| Admin fee / account holder | $10,862 | $9,954+9.1% | $7,748+40.2% | $11,403-4.7% |