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 | $69,085 | $44,850+54.0% | $60,547+14.1% | $59,632+15.9% |
| Participation rate | 20.3% | 59.5%-39.2pp | 68.0%-47.7pp | 68.7%-48.4pp |
| Annual return | -2.89% | 1074.14%-1077.0pp | 335.64%-338.5pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $178 | $1,462-87.8% | $2,419-92.7% | $2,203-91.9% |
| Participant deferral / active EE | $919 | $2,230-58.8% | $3,328-72.4% | $3,192-71.2% |
| Admin fee / account holder | $2,567 | $3,635-29.4% | $4,536-43.4% | $4,297-40.3% |