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 | $32,281 | $88,751-63.6% | $81,812-60.5% | $145,922-77.9% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.3%-3.9pp | 80.3%-11.9pp |
| Annual return | 9.20% | 1025.40%-1016.2pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $113 | $3,083-96.3% | $2,912-96.1% | $4,660-97.6% |
| Participant deferral / active EE | $2,260 | $4,643-51.3% | $4,319-47.7% | $6,688-66.2% |
| Admin fee / account holder | $6,147 | $8,415-27.0% | $7,386-16.8% | $13,397-54.1% |