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 | $106,444 | $91,538+16.3% | $129,995-18.1% | $75,163+41.6% |
| Participation rate | 52.3% | 71.4%-19.2pp | 78.5%-26.2pp | 67.2%-14.9pp |
| Annual return | 11.97% | -631.11%+643.1pp | -137.18%+149.1pp | 160.62%-148.7pp |
| Employer contribution / active EE | $564 | $2,845-80.2% | $4,320-87.0% | $2,670-78.9% |
| Participant deferral / active EE | $5,847 | $4,341+34.7% | $5,820+0.5% | $4,125+41.7% |
| Admin fee / account holder | $15,970 | $6,790+135.2% | $10,614+50.5% | $5,651+182.6% |