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 | $49,440 | $78,705-37.2% | $117,854-58.1% | $70,131-29.5% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 12.13% | 23.30%-11.2pp | 335.08%-322.9pp | 73.14%-61.0pp |
| Employer contribution / active EE | $449 | $2,223-79.8% | $3,786-88.1% | $2,342-80.8% |
| Participant deferral / active EE | $1,917 | $3,297-41.9% | $4,482-57.2% | $3,332-42.5% |
| Admin fee / account holder | $4,057 | $5,065-19.9% | $8,020-49.4% | $4,645-12.7% |