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 | $46,646 | $85,766-45.6% | $136,294-65.8% | $70,131-33.5% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 12.19% | 31.45%-19.3pp | 5155.94%-5143.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $319 | $2,966-89.2% | $4,695-93.2% | $2,342-86.4% |
| Participant deferral / active EE | $3,343 | $5,051-33.8% | $6,247-46.5% | $3,332+0.3% |
| Admin fee / account holder | $703 | $5,420-87.0% | $9,243-92.4% | $4,645-84.9% |