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 | $64,204 | $63,346+1.4% | $92,233-30.4% | $70,131-8.5% |
| Participation rate | 67.2% | 68.7%-1.4pp | 76.5%-9.2pp | 69.5%-2.3pp |
| Annual return | 8.12% | 530.12%-522.0pp | 176.28%-168.2pp | 73.14%-65.0pp |
| Employer contribution / active EE | $345 | $2,471-86.0% | $3,679-90.6% | $2,342-85.3% |
| Participant deferral / active EE | $1,530 | $2,854-46.4% | $3,897-60.7% | $3,332-54.1% |
| Admin fee / account holder | $8,547 | $3,840+122.6% | $5,194+64.6% | $4,645+84.0% |