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 | $59,379 | $106,890-44.4% | $84,015-29.3% | $152,861-61.2% |
| Participation rate | 63.6% | 75.2%-11.6pp | 69.0%-5.4pp | 82.4%-18.8pp |
| Annual return | -1.22% | 104.99%-106.2pp | 71.31%-72.5pp | 345.32%-346.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,605 | $4,011-10.1% | $3,239+11.3% | $5,850-38.4% |
| Admin fee / account holder | $846 | $8,285-89.8% | $6,101-86.1% | $11,596-92.7% |