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 | $40,417 | $150,440-73.1% | $136,294-70.3% | $147,584-72.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 7.62% | 1049.08%-1041.5pp | 5155.94%-5148.3pp | 578.55%-570.9pp |
| Employer contribution / active EE | $488 | $5,256-90.7% | $4,695-89.6% | $4,876-90.0% |
| Participant deferral / active EE | $2,441 | $6,630-63.2% | $6,247-60.9% | $5,439-55.1% |
| Admin fee / account holder | $3,335 | $10,905-69.4% | $9,243-63.9% | $10,885-69.4% |