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 | $25,300 | $63,764-60.3% | $81,930-69.1% | $79,858-68.3% |
| Participation rate | 14.3% | 67.5%-53.2pp | 72.0%-57.7pp | 69.6%-55.3pp |
| Annual return | -1.43% | 22.66%-24.1pp | 29.49%-30.9pp | 31.71%-33.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $990 | $2,780-64.4% | $7,107-86.1% | $3,740-73.5% |
| Admin fee / account holder | $4,325 | $4,426-2.3% | $5,158-16.2% | $5,306-18.5% |