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 | $24,215 | $75,828-68.1% | $147,614-83.6% | $59,632-59.4% |
| Participation rate | 23.3% | 71.6%-48.3pp | 84.6%-61.4pp | 68.7%-45.4pp |
| Annual return | -5.36% | 0.37%-5.7pp | 61.98%-67.3pp | 2041.28%-2046.6pp |
| Employer contribution / active EE | $200 | $3,485-94.3% | $5,564-96.4% | $2,203-90.9% |
| Participant deferral / active EE | $2,712 | $3,130-13.4% | $4,895-44.6% | $3,192-15.0% |
| Admin fee / account holder | $3,973 | $5,985-33.6% | $11,611-65.8% | $4,297-7.6% |