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 5-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 | $10,762 | $25,979-58.6% | $71,735-85.0% | $68,494-84.3% |
| Participation rate | 11.9% | 54.5%-42.6pp | 62.3%-50.4pp | 67.9%-56.0pp |
| Annual return | -95.35% | -15.10%-80.2pp | 9.14%-104.5pp | -7.84%-87.5pp |
| Employer contribution / active EE | $69 | $900-92.4% | $1,704-96.0% | $2,596-97.4% |
| Participant deferral / active EE | $1,170 | $1,522-23.2% | $2,658-56.0% | $4,027-71.0% |
| Admin fee / account holder | $2,457 | $2,022+21.5% | $3,974-38.2% | $5,403-54.5% |