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.
Employer 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 | $39,615 | $54,350-27.1% | $82,719-52.1% | $68,494-42.2% |
| Participation rate | 21.9% | 63.9%-42.0pp | 72.6%-50.7pp | 67.9%-46.0pp |
| Annual return | -20.86% | -13.67%-7.2pp | 701.18%-722.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $189 | $2,218-91.5% | $3,009-93.7% | $2,596-92.7% |
| Participant deferral / active EE | $1,892 | $3,246-41.7% | $4,395-57.0% | $4,027-53.0% |
| Admin fee / account holder | $15,505 | $4,395+252.8% | $5,329+191.0% | $5,403+187.0% |