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 9-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 | $108,656 | $96,956+12.1% | $70,014+55.2% | $273,961-60.3% |
| Participation rate | 53.3% | 77.1%-23.7pp | 71.8%-18.5pp | 83.0%-29.7pp |
| Annual return | -7.04% | 12.93%-20.0pp | 12.99%-20.0pp | 41.45%-48.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $700 | $3,744-81.3% | $2,931-76.1% | $5,287-86.8% |
| Admin fee / account holder | $795 | $7,934-90.0% | $4,380-81.9% | $10,132-92.2% |