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 | $14,486 | $65,409-77.9% | $98,442-85.3% | $85,850-83.1% |
| Participation rate | 59.5% | 65.0%-5.5pp | 73.3%-13.9pp | 69.3%-9.9pp |
| Annual return | 11.71% | 21.76%-10.0pp | 1492.73%-1481.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,319 | $3,166-58.3% | $4,276-69.1% | $3,952-66.6% |
| Admin fee / account holder | $2,096 | $4,593-54.4% | $5,949-64.8% | $6,260-66.5% |