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 | $38,415 | $58,694-34.6% | $142,863-73.1% | $85,850-55.3% |
| Participation rate | 58.6% | 58.5%+0.1pp | 71.9%-13.3pp | 69.3%-10.7pp |
| Annual return | 8.34% | 27.72%-19.4pp | 5637.54%-5629.2pp | 318.53%-310.2pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,081 | $2,607-58.5% | $3,837-71.8% | $3,952-72.6% |
| Admin fee / account holder | $720 | $4,239-83.0% | $6,560-89.0% | $6,260-88.5% |