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 9-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 | $52,365 | $47,479+10.3% | $62,929-16.8% | $82,448-36.5% |
| Participation rate | 68.0% | 66.9%+1.1pp | 73.1%-5.1pp | 68.1%-0.1pp |
| Annual return | 8.25% | 20.34%-12.1pp | 1063.93%-1055.7pp | 41.64%-33.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,598 | $2,870+199.5% | $3,888+121.1% | $4,139+107.7% |
| Admin fee / account holder | $7,210 | $3,804+89.5% | $5,065+42.4% | $7,234-0.3% |