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 | $82,012 | $165,335-50.4% | $149,696-45.2% | $158,922-48.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 2.90% | 348.15%-345.2pp | 276.60%-273.7pp | 302.83%-299.9pp |
| Employer contribution / active EE | $486 | $5,103-90.5% | $4,644-89.5% | $4,761-89.8% |
| Participant deferral / active EE | $3,010 | $7,181-58.1% | $6,842-56.0% | $5,982-49.7% |
| Admin fee / account holder | $29,148 | $10,807+169.7% | $9,309+213.1% | $11,246+159.2% |