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 5-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 | $51,392 | $110,257-53.4% | $96,544-46.8% | $139,434-63.1% |
| Participation rate | 16.7% | 78.1%-61.4pp | 76.0%-59.3pp | 80.3%-63.7pp |
| Annual return | -62.02% | 26.32%-88.3pp | 25.84%-87.9pp | 372.94%-435.0pp |
| Employer contribution / active EE | $146 | $3,620-96.0% | $2,965-95.1% | $4,751-96.9% |
| Participant deferral / active EE | $7,000 | $5,548+26.2% | $4,851+44.3% | $6,710+4.3% |
| Admin fee / account holder | $18,770 | $11,591+61.9% | $8,252+127.5% | $11,403+64.6% |