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 | $106,336 | $91,552+16.1% | $133,956-20.6% | $79,858+33.2% |
| Participation rate | 64.9% | 73.3%-8.5pp | 79.8%-15.0pp | 69.6%-4.8pp |
| Annual return | 5.73% | 61.85%-56.1pp | 45.09%-39.4pp | 31.71%-26.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,290 | $3,733-38.7% | $5,048-54.6% | $3,740-38.8% |
| Admin fee / account holder | $8,823 | $6,321+39.6% | $8,927-1.2% | $5,306+66.3% |