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 | $104,147 | $64,839+60.6% | $95,585+9.0% | $84,808+22.8% |
| Participation rate | 38.8% | 63.8%-25.0pp | 72.1%-33.3pp | 68.3%-29.5pp |
| Annual return | 10.25% | -670.96%+681.2pp | 38.56%-28.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $196 | $1,759-88.9% | $2,527-92.3% | $2,631-92.6% |
| Participant deferral / active EE | $1,192 | $2,965-59.8% | $4,023-70.4% | $4,212-71.7% |
| Admin fee / account holder | $14,125 | $5,964+136.8% | $6,127+130.5% | $7,344+92.3% |