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 | $67,023 | $132,634-49.5% | $115,768-42.1% | $137,256-51.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 3.81% | 160.70%-156.9pp | 100.46%-96.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $49 | $3,360-98.5% | $2,940-98.3% | $4,156-98.8% |
| Participant deferral / active EE | $5,167 | $5,619-8.0% | $4,917+5.1% | $6,407-19.4% |
| Admin fee / account holder | $441 | $15,028-97.1% | $12,439-96.5% | $12,270-96.4% |