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 | $130,370 | $60,022+117.2% | $88,946+46.6% | $84,808+53.7% |
| Participation rate | 69.2% | 57.8%+11.4pp | 68.8%+0.4pp | 68.3%+0.9pp |
| Annual return | 11.74% | 22.43%-10.7pp | 57.82%-46.1pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,753 | $3,114-11.6% | $4,581-39.9% | $4,212-34.6% |
| Admin fee / account holder | $49,556 | $4,811+930.1% | $8,261+499.9% | $7,344+574.8% |