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 | $83,029 | $159,901-48.1% | $146,958-43.5% | $145,922-43.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.82% | 98.13%-91.3pp | 418.34%-411.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $574 | $5,286-89.1% | $4,933-88.4% | $4,660-87.7% |
| Participant deferral / active EE | $3,501 | $8,428-58.5% | $8,070-56.6% | $6,688-47.6% |
| Admin fee / account holder | $1,004 | $15,044-93.3% | $12,998-92.3% | $13,397-92.5% |