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 | $245,471 | $99,652+146.3% | $78,778+211.6% | $147,584+66.3% |
| Participation rate | 16.7% | 76.2%-59.6pp | 69.2%-52.5pp | 82.8%-66.2pp |
| Annual return | -6.26% | 47.28%-53.5pp | 35.62%-41.9pp | 578.55%-584.8pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,667 | $3,664-27.2% | $2,958-9.9% | $5,439-51.0% |
| Admin fee / account holder | $16,115 | $7,155+125.2% | $5,134+213.9% | $10,885+48.0% |