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 | $35,420 | $101,724-65.2% | $164,813-78.5% | $80,856-56.2% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 8.71% | 16.72%-8.0pp | 69.93%-61.2pp | 35.59%-26.9pp |
| Employer contribution / active EE | $884 | $2,953-70.1% | $4,341-79.6% | $2,755-67.9% |
| Participant deferral / active EE | $1,704 | $4,477-61.9% | $6,031-71.7% | $4,296-60.3% |
| Admin fee / account holder | $1,294 | $8,227-84.3% | $12,690-89.8% | $6,918-81.3% |