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 | $78,411 | $180,449-56.5% | $154,107-49.1% | $135,375-42.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -9.36% | 888.09%-897.4pp | 735.12%-744.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,224 | $6,035-79.7% | $5,298-76.9% | $4,779-74.4% |
| Participant deferral / active EE | $3,826 | $5,806-34.1% | $5,081-24.7% | $5,609-31.8% |
| Admin fee / account holder | $310 | $16,143-98.1% | $13,411-97.7% | $10,827-97.1% |