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 9-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 | $214,479 | $88,594+142.1% | $70,092+206.0% | $134,475+59.5% |
| Participation rate | 28.6% | 74.9%-46.4pp | 70.5%-41.9pp | 81.2%-52.7pp |
| Annual return | -26.74% | 442.67%-469.4pp | 190.73%-217.5pp | 417.96%-444.7pp |
| Employer contribution / active EE | $206 | $3,233-93.6% | $2,559-92.0% | $4,740-95.7% |
| Participant deferral / active EE | $2,475 | $4,772-48.1% | $3,849-35.7% | $6,400-61.3% |
| Admin fee / account holder | $724 | $10,441-93.1% | $6,267-88.5% | $11,426-93.7% |