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 | $183,126 | $160,055+14.4% | $140,016+30.8% | $135,375+35.3% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -9.67% | 911.38%-921.0pp | 651.12%-660.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,272 | $6,420-80.2% | $5,606-77.3% | $4,779-73.4% |
| Participant deferral / active EE | $6,963 | $7,642-8.9% | $6,927+0.5% | $5,609+24.1% |
| Admin fee / account holder | $330 | $13,328-97.5% | $10,705-96.9% | $10,827-97.0% |