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 | $127,959 | $135,635-5.7% | $110,238+16.1% | $135,375-5.5% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -9.49% | 513.19%-522.7pp | 314.74%-324.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $734 | $4,906-85.0% | $3,826-80.8% | $4,779-84.6% |
| Participant deferral / active EE | $3,138 | $5,506-43.0% | $4,672-32.8% | $5,609-44.1% |
| Admin fee / account holder | $5,535 | $11,457-51.7% | $8,547-35.2% | $10,827-48.9% |