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 | $13,585 | $39,798-65.9% | $67,711-79.9% | $59,632-77.2% |
| Participation rate | 19.2% | 57.4%-38.1pp | 67.5%-48.3pp | 68.7%-49.4pp |
| Annual return | -13.34% | 89.94%-103.3pp | 25.41%-38.7pp | 2041.28%-2054.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,116 | $2,335-52.2% | $3,585-68.9% | $3,192-65.0% |
| Admin fee / account holder | $1,048 | $3,212-67.4% | $4,255-75.4% | $4,297-75.6% |