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 | $72,465 | $62,327+16.3% | $120,354-39.8% | $74,495-2.7% |
| Participation rate | 22.9% | 56.8%-33.9pp | 71.9%-49.0pp | 67.2%-44.3pp |
| Annual return | 9.52% | 18.61%-9.1pp | 107.15%-97.6pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $475 | $1,843-74.2% | $3,463-86.3% | $2,623-81.9% |
| Participant deferral / active EE | $978 | $2,893-66.2% | $4,991-80.4% | $4,346-77.5% |
| Admin fee / account holder | $11,550 | $2,396+382.1% | $9,423+22.6% | $1,942+494.8% |