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 | $154,656 | $89,753+72.3% | $107,525+43.8% | $84,808+82.4% |
| Participation rate | 61.5% | 68.1%-6.5pp | 75.1%-13.5pp | 68.3%-6.8pp |
| Annual return | 12.76% | 29.48%-16.7pp | 181.32%-168.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $148 | $3,113-95.2% | $3,754-96.1% | $2,631-94.4% |
| Participant deferral / active EE | $2,965 | $4,056-26.9% | $5,116-42.0% | $4,212-29.6% |
| Admin fee / account holder | $8,739 | $7,222+21.0% | $8,919-2.0% | $7,344+19.0% |