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 7-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 | $5,633 | $65,375-91.4% | - | $152,861-96.3% |
| Participation rate | 50.0% | 72.6%-22.6pp | - | 82.4%-32.4pp |
| Annual return | -76.50% | 27.96%-104.5pp | - | 345.32%-421.8pp |
| Employer contribution / active EE | $10 | $2,747-99.6% | - | $4,762-99.8% |
| Participant deferral / active EE | $2,765 | $4,110-32.7% | - | $5,850-52.7% |
| Admin fee / account holder | $999 | $4,607-78.3% | - | $11,596-91.4% |