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 | $55,765 | $63,764-12.5% | $81,930-31.9% | $79,858-30.2% |
| Participation rate | 67.6% | 67.5%+0.1pp | 72.0%-4.3pp | 69.6%-2.0pp |
| Annual return | 9.82% | 22.66%-12.8pp | 29.49%-19.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $270 | $1,795-85.0% | $4,310-93.7% | $2,471-89.1% |
| Participant deferral / active EE | $1,698 | $2,780-38.9% | $7,107-76.1% | $3,740-54.6% |
| Admin fee / account holder | $913 | $4,426-79.4% | $5,158-82.3% | $5,306-82.8% |