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 | $119,580 | $180,449-33.7% | $154,107-22.4% | $135,375-11.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -11.99% | 888.09%-900.1pp | 735.12%-747.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $852 | $6,035-85.9% | $5,298-83.9% | $4,779-82.2% |
| Participant deferral / active EE | $4,506 | $5,806-22.4% | $5,081-11.3% | $5,609-19.7% |
| Admin fee / account holder | $1,947 | $16,143-87.9% | $13,411-85.5% | $10,827-82.0% |