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 | $149,224 | $111,814+33.5% | $93,654+59.3% | $145,959+2.2% |
| Participation rate | 60.9% | 74.2%-13.3pp | 68.7%-7.9pp | 80.3%-19.4pp |
| Annual return | -20.78% | 203.30%-224.1pp | 133.34%-154.1pp | 561.95%-582.7pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $31,438 | $4,914+539.7% | $4,413+612.4% | $6,689+370.0% |
| Admin fee / account holder | $14,309 | $10,246+39.6% | $8,282+72.8% | $13,398+6.8% |