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 | $253,333 | $114,381+121.5% | $107,525+135.6% | $142,382+77.9% |
| Participation rate | 26.3% | 78.1%-51.8pp | 75.1%-48.8pp | 80.1%-53.8pp |
| Annual return | 21.00% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $517 | $4,015-87.1% | $3,754-86.2% | $4,299-88.0% |
| Participant deferral / active EE | $3,572 | $5,564-35.8% | $5,116-30.2% | $6,507-45.1% |
| Admin fee / account holder | $10,987 | $9,860+11.4% | $8,919+23.2% | $12,624-13.0% |