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 | $81,743 | $131,829-38.0% | $108,579-24.7% | $273,961-70.2% |
| Participation rate | 22.2% | 83.5%-61.2pp | 79.6%-57.3pp | 83.0%-60.8pp |
| Annual return | -3.10% | -91.57%+88.5pp | -51.70%+48.6pp | 41.45%-44.6pp |
| Employer contribution / active EE | $727 | $4,912-85.2% | $3,758-80.6% | $4,869-85.1% |
| Participant deferral / active EE | $1,842 | $5,127-64.1% | $4,311-57.3% | $5,287-65.2% |
| Admin fee / account holder | $9,444 | $10,252-7.9% | $7,645+23.5% | $10,132-6.8% |