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 | $67,976 | $76,000-10.6% | $154,107-55.9% | $64,186+5.9% |
| Participation rate | 48.3% | 70.4%-22.1pp | 83.0%-34.8pp | 69.6%-21.3pp |
| Annual return | -8.81% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,657 | $3,175+141.2% | $5,081+50.7% | $3,470+120.7% |
| Admin fee / account holder | $1,497 | $5,596-73.3% | $13,411-88.8% | $4,888-69.4% |