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 | $64,993 | $81,625-20.4% | $167,512-61.2% | $74,304-12.5% |
| Participation rate | 34.8% | 60.0%-25.3pp | 77.1%-42.3pp | 60.3%-25.6pp |
| Annual return | 13.33% | 26.09%-12.8pp | 1615.79%-1602.5pp | 29.43%-16.1pp |
| Employer contribution / active EE | $359 | $2,010-82.1% | $3,882-90.7% | $2,241-84.0% |
| Participant deferral / active EE | $1,470 | $4,115-64.3% | $6,405-77.1% | $3,767-61.0% |
| Admin fee / account holder | $4,120 | $3,474+18.6% | $9,769-57.8% | $2,969+38.8% |