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 | $87,574 | $101,724-13.9% | $164,813-46.9% | $80,856+8.3% |
| Participation rate | 68.3% | 71.8%-3.5pp | 78.6%-10.3pp | 67.6%+0.7pp |
| Annual return | 9.57% | 16.72%-7.1pp | 69.93%-60.4pp | 35.59%-26.0pp |
| Employer contribution / active EE | $518 | $2,953-82.5% | $4,341-88.1% | $2,755-81.2% |
| Participant deferral / active EE | $2,696 | $4,477-39.8% | $6,031-55.3% | $4,296-37.2% |
| Admin fee / account holder | $12,653 | $8,227+53.8% | $12,690-0.3% | $6,918+82.9% |