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 | $74,379 | $49,025+51.7% | $87,507-15.0% | $62,891+18.3% |
| Participation rate | 65.6% | 64.9%+0.7pp | 73.8%-8.2pp | 69.3%-3.7pp |
| Annual return | -3.26% | 10.02%-13.3pp | 12.21%-15.5pp | 20.14%-23.4pp |
| Employer contribution / active EE | $820 | $1,372-40.2% | $2,550-67.8% | $2,281-64.1% |
| Participant deferral / active EE | $540 | $2,289-76.4% | $3,149-82.9% | $3,203-83.2% |
| Admin fee / account holder | $22,545 | $4,065+454.6% | $4,221+434.2% | $4,296+424.9% |