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 | $38,265 | $95,416-59.9% | $185,823-79.4% | $85,850-55.4% |
| Participation rate | 69.2% | 68.8%+0.5pp | 81.7%-12.5pp | 69.3%-0.1pp |
| Annual return | 7.33% | 23.59%-16.3pp | 122.05%-114.7pp | 318.53%-311.2pp |
| Employer contribution / active EE | $1,319 | $3,314-60.2% | $5,167-74.5% | $2,565-48.6% |
| Participant deferral / active EE | $576 | $3,423-83.2% | $5,568-89.6% | $3,952-85.4% |
| Admin fee / account holder | $346 | $7,213-95.2% | $16,237-97.9% | $6,260-94.5% |