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 | $149,750 | $138,044+8.5% | $125,339+19.5% | $134,475+11.4% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -22.68% | 750.33%-773.0pp | 572.05%-594.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $946 | $5,243-82.0% | $4,814-80.3% | $4,740-80.0% |
| Participant deferral / active EE | $8,385 | $7,799+7.5% | $7,446+12.6% | $6,400+31.0% |
| Admin fee / account holder | $2,063 | $11,571-82.2% | $10,010-79.4% | $11,426-81.9% |