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 8-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 | $27,247 | $91,538-70.2% | $129,995-79.0% | $75,163-63.8% |
| Participation rate | 40.6% | 71.4%-30.8pp | 78.5%-37.9pp | 67.2%-26.6pp |
| Annual return | 8.29% | -631.11%+639.4pp | -137.18%+145.5pp | 160.62%-152.3pp |
| Employer contribution / active EE | $573 | $2,845-79.9% | $4,320-86.7% | $2,670-78.5% |
| Participant deferral / active EE | $3,288 | $4,341-24.3% | $5,820-43.5% | $4,125-20.3% |
| Admin fee / account holder | $2,173 | $6,790-68.0% | $10,614-79.5% | $5,651-61.5% |