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 | $240,921 | $48,046+401.4% | $84,611+184.7% | $72,985+230.1% |
| Participation rate | 7.3% | 57.6%-50.3pp | 68.2%-61.0pp | 69.5%-62.2pp |
| Annual return | 15.90% | 37.38%-21.5pp | 258.74%-242.8pp | 81.00%-65.1pp |
| Employer contribution / active EE | $125 | $1,602-92.2% | $2,652-95.3% | $2,440-94.9% |
| Participant deferral / active EE | $1,133 | $2,680-57.7% | $3,899-70.9% | $3,607-68.6% |
| Admin fee / account holder | $2,215 | $3,395-34.7% | $4,912-54.9% | $5,124-56.8% |