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 | $43,995 | $114,381-61.5% | $107,525-59.1% | $142,382-69.1% |
| Participation rate | 45.8% | 78.1%-32.3pp | 75.1%-29.2pp | 80.1%-34.3pp |
| Annual return | 6.13% | 242.71%-236.6pp | 181.32%-175.2pp | 217.08%-210.9pp |
| Employer contribution / active EE | $404 | $4,015-89.9% | $3,754-89.2% | $4,299-90.6% |
| Participant deferral / active EE | $1,975 | $5,564-64.5% | $5,116-61.4% | $6,507-69.6% |
| Admin fee / account holder | $104,737 | $9,860+962.2% | $8,919+1074.4% | $12,624+729.7% |