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 | $95,524 | $101,724-6.1% | $164,813-42.0% | $80,856+18.1% |
| Participation rate | 56.9% | 71.8%-15.0pp | 78.6%-21.7pp | 67.6%-10.8pp |
| Annual return | 9.03% | 16.72%-7.7pp | 69.93%-60.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $484 | $2,953-83.6% | $4,341-88.8% | $2,755-82.4% |
| Participant deferral / active EE | $2,929 | $4,477-34.6% | $6,031-51.4% | $4,296-31.8% |
| Admin fee / account holder | $6,723 | $8,227-18.3% | $12,690-47.0% | $6,918-2.8% |