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 | $36,561 | $85,202-57.1% | $172,739-78.8% | $72,985-49.9% |
| Participation rate | 58.6% | 70.1%-11.4pp | 82.6%-24.0pp | 69.5%-10.9pp |
| Annual return | 12.50% | 27.32%-14.8pp | 802.84%-790.3pp | 81.00%-68.5pp |
| Employer contribution / active EE | $1,116 | $3,324-66.4% | $5,143-78.3% | $2,440-54.3% |
| Participant deferral / active EE | $630 | $3,260-80.7% | $5,198-87.9% | $3,607-82.5% |
| Admin fee / account holder | $5,433 | $5,884-7.7% | $13,954-61.1% | $5,124+6.0% |