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 9-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 | $84,642 | $102,382-17.3% | $147,005-42.4% | $80,874+4.7% |
| Participation rate | 59.3% | 75.8%-16.6pp | 82.2%-22.9pp | 67.6%-8.4pp |
| Annual return | 10.08% | 134.89%-124.8pp | 418.76%-408.7pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,764 | $3,715-52.5% | $4,934-64.3% | $2,756-36.0% |
| Participant deferral / active EE | $2,137 | $6,646-67.9% | $8,070-73.5% | $4,297-50.3% |
| Admin fee / account holder | $2,475 | $7,942-68.8% | $13,006-81.0% | $6,935-64.3% |