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 8-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 | $91,104 | $81,208+12.2% | $98,907-7.9% | $79,858+14.1% |
| Participation rate | 62.2% | 72.5%-10.3pp | 76.0%-13.8pp | 69.6%-7.4pp |
| Annual return | -3.69% | 60.99%-64.7pp | 196.43%-200.1pp | 31.71%-35.4pp |
| Employer contribution / active EE | $407 | $1,960-79.2% | $2,689-84.9% | $2,471-83.5% |
| Participant deferral / active EE | $2,151 | $3,265-34.1% | $4,244-49.3% | $3,740-42.5% |
| Admin fee / account holder | $1,317 | $6,013-78.1% | $6,642-80.2% | $5,306-75.2% |