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 3-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 | $17,648 | $114,381-84.6% | $107,525-83.6% | $142,382-87.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | -1.45% | 242.71%-244.2pp | 181.32%-182.8pp | 217.08%-218.5pp |
| Employer contribution / active EE | $133 | $4,015-96.7% | $3,754-96.5% | $4,299-96.9% |
| Participant deferral / active EE | $5,409 | $5,564-2.8% | $5,116+5.7% | $6,507-16.9% |
| Admin fee / account holder | $1,952 | $9,860-80.2% | $8,919-78.1% | $12,624-84.5% |