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 | $80,129 | $54,701+46.5% | $86,188-7.0% | $71,457+12.1% |
| Participation rate | 21.9% | 60.1%-38.2pp | 69.0%-47.1pp | 67.9%-46.0pp |
| Annual return | 13.38% | 20.06%-6.7pp | 1168.45%-1155.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $844 | $1,265-33.3% | $2,380-64.5% | $2,588-67.4% |
| Participant deferral / active EE | $887 | $3,108-71.5% | $3,985-77.7% | $4,289-79.3% |
| Admin fee / account holder | $6,406 | $1,922+233.4% | $6,852-6.5% | $1,587+303.6% |