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 | $77,267 | $91,552-15.6% | $133,956-42.3% | $79,858-3.2% |
| Participation rate | 68.9% | 73.3%-4.5pp | 79.8%-11.0pp | 69.6%-0.7pp |
| Annual return | 8.31% | 61.85%-53.5pp | 45.09%-36.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $413 | $2,384-82.7% | $3,919-89.4% | $2,471-83.3% |
| Participant deferral / active EE | $3,033 | $3,733-18.8% | $5,048-39.9% | $3,740-18.9% |
| Admin fee / account holder | $5,672 | $6,321-10.3% | $8,927-36.5% | $5,306+6.9% |