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 7-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 | $74,610 | $91,538-18.5% | $129,995-42.6% | $75,163-0.7% |
| Participation rate | 51.7% | 71.4%-19.7pp | 78.5%-26.8pp | 67.2%-15.5pp |
| Annual return | 11.28% | -631.11%+642.4pp | -137.18%+148.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $440 | $2,845-84.5% | $4,320-89.8% | $2,670-83.5% |
| Participant deferral / active EE | $2,724 | $4,341-37.3% | $5,820-53.2% | $4,125-34.0% |
| Admin fee / account holder | $7,806 | $6,790+15.0% | $10,614-26.5% | $5,651+38.1% |