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 | $69,109 | $100,041-30.9% | $149,718-53.8% | $70,131-1.5% |
| Participation rate | 67.7% | 83.6%-15.8pp | 87.1%-19.3pp | 69.5%-1.8pp |
| Annual return | 12.47% | 27.43%-15.0pp | 1501.63%-1489.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,498 | $4,983+70.6% | $6,569+29.4% | $3,332+155.1% |
| Admin fee / account holder | $2,352 | $8,286-71.6% | $11,283-79.2% | $4,645-49.4% |