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 7-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 | $71,766 | $77,899-7.9% | $149,673-52.1% | $75,163-4.5% |
| Participation rate | 65.8% | 65.6%+0.2pp | 78.8%-13.0pp | 67.2%-1.4pp |
| Annual return | 10.04% | 31.72%-21.7pp | 134.42%-124.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $319 | $3,137-89.8% | $4,818-93.4% | $2,670-88.1% |
| Participant deferral / active EE | $1,740 | $3,411-49.0% | $5,680-69.4% | $4,125-57.8% |
| Admin fee / account holder | $2,636 | $5,956-55.7% | $13,210-80.0% | $5,651-53.4% |