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 | $38,512 | $35,197+9.4% | $53,898-28.5% | $102,872-62.6% |
| Participation rate | 4.6% | 29.6%-24.9pp | 55.0%-50.3pp | 73.0%-68.4pp |
| Annual return | 12.68% | 17.55%-4.9pp | 528.60%-515.9pp | 19.06%-6.4pp |
| Employer contribution / active EE | $34 | $713-95.3% | $932-96.4% | $3,526-99.0% |
| Participant deferral / active EE | $179 | $1,333-86.6% | $1,826-90.2% | $5,535-96.8% |
| Admin fee / account holder | $2,074 | $834+148.7% | $2,491-16.7% | $292+609.8% |