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 | $87,642 | $180,449-51.4% | $154,107-43.1% | $135,375-35.3% |
| Participation rate | 56.5% | 87.4%-30.9pp | 83.0%-26.5pp | 82.6%-26.1pp |
| Annual return | -9.66% | 888.09%-897.8pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,163 | $6,035-80.7% | $5,298-78.0% | $4,779-75.7% |
| Participant deferral / active EE | $3,236 | $5,806-44.3% | $5,081-36.3% | $5,609-42.3% |
| Admin fee / account holder | $2,011 | $16,143-87.5% | $13,411-85.0% | $10,827-81.4% |