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 | $45,999 | $86,929-47.1% | $102,423-55.1% | $80,856-43.1% |
| Participation rate | 65.2% | 72.4%-7.2pp | 76.5%-11.3pp | 67.6%-2.4pp |
| Annual return | 8.95% | 18.88%-9.9pp | 29.32%-20.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $212 | $2,369-91.0% | $3,023-93.0% | $2,755-92.3% |
| Participant deferral / active EE | $3,780 | $4,118-8.2% | $5,053-25.2% | $4,296-12.0% |
| Admin fee / account holder | $1,596 | $8,049-80.2% | $9,451-83.1% | $6,918-76.9% |