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 | $30,563 | $82,664-63.0% | $125,339-75.6% | $68,494-55.4% |
| Participation rate | 44.4% | 75.0%-30.6pp | 82.4%-37.9pp | 67.9%-23.4pp |
| Annual return | -22.26% | -5.97%-16.3pp | 572.05%-594.3pp | -7.84%-14.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,124 | $6,110-32.5% | $7,446-44.6% | $4,027+2.4% |
| Admin fee / account holder | $477 | $6,275-92.4% | $10,010-95.2% | $5,403-91.2% |