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 3-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 | $104,635 | $27,243+284.1% | $52,425+99.6% | $79,634+31.4% |
| Participation rate | 1.3% | 22.4%-21.2pp | 55.6%-54.4pp | 62.5%-61.2pp |
| Annual return | 10.64% | 63.36%-52.7pp | 302.12%-291.5pp | 36.46%-25.8pp |
| Employer contribution / active EE | $23 | $319-92.9% | $914-97.5% | $2,529-99.1% |
| Participant deferral / active EE | $235 | $636-63.1% | $1,790-86.9% | $3,835-93.9% |
| Admin fee / account holder | $7,279 | $2,105+245.8% | $2,495+191.8% | $1,002+626.5% |