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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $999,500 | $209,832+376.3% | $189,513+427.4% | $167,490+496.8% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 25.61% | 748.27%-722.7pp | 555.15%-529.5pp | 478.56%-453.0pp |
| Employer contribution / active EE | $1,148 | $6,914-83.4% | $6,162-81.4% | $4,837-76.3% |
| Participant deferral / active EE | $7,065 | $8,935-20.9% | $8,221-14.1% | $6,341+11.4% |
| Admin fee / account holder | $535 | $14,293-96.3% | $12,045-95.6% | $12,309-95.7% |