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 | $44,399 | $46,869-5.3% | $122,332-63.7% | $70,131-36.7% |
| Participation rate | 55.9% | 58.2%-2.3pp | 71.6%-15.7pp | 69.5%-13.6pp |
| Annual return | 12.96% | 24.22%-11.3pp | 30.27%-17.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $211 | $1,288-83.6% | $4,050-94.8% | $2,342-91.0% |
| Participant deferral / active EE | $1,723 | $2,166-20.4% | $3,287-47.6% | $3,332-48.3% |
| Admin fee / account holder | $2,148 | $3,322-35.3% | $5,478-60.8% | $4,645-53.8% |