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 | $23,366 | $67,331-65.3% | $60,874-61.6% | $134,475-82.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | -20.43% | 49.93%-70.4pp | 16.90%-37.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $367 | $3,096-88.2% | $2,701-86.4% | $4,740-92.3% |
| Participant deferral / active EE | $3,906 | $4,538-13.9% | $3,817+2.3% | $6,400-39.0% |
| Admin fee / account holder | $706 | $4,582-84.6% | $3,224-78.1% | $11,426-93.8% |