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 | $101,308 | $91,538+10.7% | $129,995-22.1% | $75,163+34.8% |
| Participation rate | 62.5% | 71.4%-8.9pp | 78.5%-16.0pp | 67.2%-4.7pp |
| Annual return | 2.98% | -631.11%+634.1pp | -137.18%+140.2pp | 160.62%-157.6pp |
| Employer contribution / active EE | $728 | $2,845-74.4% | $4,320-83.1% | $2,670-72.7% |
| Participant deferral / active EE | $3,266 | $4,341-24.8% | $5,820-43.9% | $4,125-20.8% |
| Admin fee / account holder | $3,547 | $6,790-47.8% | $10,614-66.6% | $5,651-37.2% |