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 | $76,569 | $91,538-16.4% | $129,995-41.1% | $75,163+1.9% |
| Participation rate | 58.3% | 71.4%-13.1pp | 78.5%-20.2pp | 67.2%-8.9pp |
| Annual return | 11.97% | -631.11%+643.1pp | -137.18%+149.1pp | 160.62%-148.6pp |
| Employer contribution / active EE | $678 | $2,845-76.2% | $4,320-84.3% | $2,670-74.6% |
| Participant deferral / active EE | $4,920 | $4,341+13.3% | $5,820-15.5% | $4,125+19.3% |
| Admin fee / account holder | $1,329 | $6,790-80.4% | $10,614-87.5% | $5,651-76.5% |