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 | $118,651 | $176,056-32.6% | $159,436-25.6% | $167,490-29.2% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 8.28% | 331.75%-323.5pp | 263.57%-255.3pp | 478.56%-470.3pp |
| Employer contribution / active EE | $294 | $5,297-94.5% | $4,829-93.9% | $4,837-93.9% |
| Participant deferral / active EE | $3,749 | $7,750-51.6% | $7,352-49.0% | $6,341-40.9% |
| Admin fee / account holder | $833 | $12,554-93.4% | $10,799-92.3% | $12,309-93.2% |