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 | $83,003 | $138,044-39.9% | $125,339-33.8% | $134,475-38.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -23.91% | 750.33%-774.2pp | 572.05%-596.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $651 | $5,243-87.6% | $4,814-86.5% | $4,740-86.3% |
| Participant deferral / active EE | $2,604 | $7,799-66.6% | $7,446-65.0% | $6,400-59.3% |
| Admin fee / account holder | $4,634 | $11,571-60.0% | $10,010-53.7% | $11,426-59.4% |