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 | $35,742 | $63,346-43.6% | $92,233-61.2% | $70,131-49.0% |
| Participation rate | 69.4% | 68.7%+0.8pp | 76.5%-7.0pp | 69.5%-0.1pp |
| Annual return | 10.80% | 530.12%-519.3pp | 176.28%-165.5pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,693 | $2,854-40.7% | $3,897-56.6% | $3,332-49.2% |
| Admin fee / account holder | $837 | $3,840-78.2% | $5,194-83.9% | $4,645-82.0% |