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 | $38,440 | $180,449-78.7% | $154,107-75.1% | $135,375-71.6% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -10.41% | 888.09%-898.5pp | 735.12%-745.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $678 | $6,035-88.8% | $5,298-87.2% | $4,779-85.8% |
| Participant deferral / active EE | $2,513 | $5,806-56.7% | $5,081-50.5% | $5,609-55.2% |
| Admin fee / account holder | $677 | $16,143-95.8% | $13,411-95.0% | $10,827-93.7% |