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 | $27,468 | $75,828-63.8% | $147,614-81.4% | $59,632-53.9% |
| Participation rate | 37.8% | 71.6%-33.7pp | 84.6%-46.8pp | 68.7%-30.8pp |
| Annual return | -5.88% | 0.37%-6.3pp | 61.98%-67.9pp | 2041.28%-2047.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,415 | $3,130-22.9% | $4,895-50.7% | $3,192-24.3% |
| Admin fee / account holder | $7,343 | $5,985+22.7% | $11,611-36.8% | $4,297+70.9% |