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 6-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 | $61,922 | $79,944-22.5% | $98,439-37.1% | $75,163-17.6% |
| Participation rate | 64.0% | 70.4%-6.4pp | 75.2%-11.2pp | 67.2%-3.2pp |
| Annual return | 10.36% | 19.75%-9.4pp | 21.16%-10.8pp | 160.62%-150.3pp |
| Employer contribution / active EE | $480 | $2,264-78.8% | $3,048-84.3% | $2,670-82.0% |
| Participant deferral / active EE | $2,768 | $3,752-26.2% | $4,738-41.6% | $4,125-32.9% |
| Admin fee / account holder | $3,651 | $6,840-46.6% | $8,948-59.2% | $5,651-35.4% |