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 | $69,739 | $70,587-1.2% | $124,672-44.1% | $85,850-18.8% |
| Participation rate | 58.5% | 64.4%-5.9pp | 74.6%-16.1pp | 69.3%-10.8pp |
| Annual return | 9.93% | 20688.83%-20678.9pp | 5142.93%-5133.0pp | 318.53%-308.6pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,892 | $2,969-2.6% | $4,614-37.3% | $3,952-26.8% |
| Admin fee / account holder | $2,976 | $5,282-43.7% | $7,493-60.3% | $6,260-52.5% |