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 | $138,870 | $137,414+1.1% | $189,513-26.7% | $85,850+61.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 87.8%-21.1pp | 69.3%-2.6pp |
| Annual return | 9.48% | 38.14%-28.7pp | 555.15%-545.7pp | 318.53%-309.1pp |
| Employer contribution / active EE | $694 | $4,344-84.0% | $6,162-88.7% | $2,565-73.0% |
| Participant deferral / active EE | $5,018 | $6,260-19.8% | $8,221-39.0% | $3,952+27.0% |
| Admin fee / account holder | $2,157 | $8,630-75.0% | $12,045-82.1% | $6,260-65.5% |