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 | $63,347 | $89,355-29.1% | $141,162-55.1% | $72,985-13.2% |
| Participation rate | 67.4% | 75.1%-7.7pp | 82.5%-15.0pp | 69.5%-2.0pp |
| Annual return | 7.32% | 111.85%-104.5pp | 71.39%-64.1pp | 81.00%-73.7pp |
| Employer contribution / active EE | $264 | $3,114-91.5% | $4,735-94.4% | $2,440-89.2% |
| Participant deferral / active EE | $2,423 | $5,418-55.3% | $6,709-63.9% | $3,607-32.8% |
| Admin fee / account holder | $6,306 | $5,958+5.8% | $10,261-38.5% | $5,124+23.1% |