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 6-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 | $30,045 | $40,385-25.6% | $80,569-62.7% | $74,419-59.6% |
| Participation rate | 5.5% | 47.4%-41.9pp | 67.0%-61.5pp | 70.7%-65.2pp |
| Annual return | 13.68% | 164.85%-151.2pp | 935.43%-921.8pp | 34.38%-20.7pp |
| Employer contribution / active EE | $244 | $1,496-83.7% | $2,723-91.0% | $2,637-90.7% |
| Participant deferral / active EE | $392 | $2,674-85.3% | $4,447-91.2% | $4,528-91.3% |
| Admin fee / account holder | $6,825 | $720+848.2% | $5,377+26.9% | $348+1862.2% |