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 | $31,985 | $91,538-65.1% | $129,995-75.4% | $75,163-57.4% |
| Participation rate | 47.3% | 71.4%-24.2pp | 78.5%-31.2pp | 67.2%-19.9pp |
| Annual return | 5.12% | -631.11%+636.2pp | -137.18%+142.3pp | 160.62%-155.5pp |
| Employer contribution / active EE | $722 | $2,845-74.6% | $4,320-83.3% | $2,670-73.0% |
| Participant deferral / active EE | $2,118 | $4,341-51.2% | $5,820-63.6% | $4,125-48.7% |
| Admin fee / account holder | $19,697 | $6,790+190.1% | $10,614+85.6% | $5,651+248.6% |