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 | $149,452 | $56,054+166.6% | $171,082-12.6% | $62,891+137.6% |
| Participation rate | 68.8% | 62.9%+5.9pp | 76.7%-7.9pp | 69.3%-0.6pp |
| Annual return | 4.84% | 22.52%-17.7pp | 32.56%-27.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,414 | $3,158+39.8% | $4,797-8.0% | $3,203+37.8% |
| Admin fee / account holder | $1,018 | $3,647-72.1% | $8,520-88.1% | $4,296-76.3% |