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 | $29,496 | $89,355-67.0% | $141,162-79.1% | $72,985-59.6% |
| Participation rate | 63.6% | 75.1%-11.5pp | 82.5%-18.8pp | 69.5%-5.8pp |
| Annual return | -2.33% | 111.85%-114.2pp | 71.39%-73.7pp | 81.00%-83.3pp |
| Employer contribution / active EE | -$0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,593 | $5,418+3.2% | $6,709-16.6% | $3,607+55.0% |
| Admin fee / account holder | $763 | $5,958-87.2% | $10,261-92.6% | $5,124-85.1% |