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 8-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 | $28,065 | $150,440-81.3% | $136,294-79.4% | $147,584-81.0% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | -0.55% | 1049.08%-1049.6pp | 5155.94%-5156.5pp | 578.55%-579.1pp |
| Employer contribution / active EE | $559 | $5,256-89.4% | $4,695-88.1% | $4,876-88.5% |
| Participant deferral / active EE | $4,703 | $6,630-29.1% | $6,247-24.7% | $5,439-13.5% |
| Admin fee / account holder | $797 | $10,905-92.7% | $9,243-91.4% | $10,885-92.7% |