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 | $86,397 | $65,041+32.8% | $90,951-5.0% | $79,858+8.2% |
| Participation rate | 28.3% | 61.6%-33.3pp | 69.0%-40.7pp | 69.6%-41.4pp |
| Annual return | 9.78% | 30.45%-20.7pp | 134.60%-124.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,608 | $2,512+3.8% | $3,373-22.7% | $3,740-30.3% |
| Admin fee / account holder | $4,643 | $4,536+2.4% | $5,959-22.1% | $5,306-12.5% |