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 | $659,405 | $209,411+214.9% | $178,490+269.4% | $158,922+314.9% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 13.70% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $994 | $5,706-82.6% | $5,011-80.2% | $4,761-79.1% |
| Participant deferral / active EE | $10,610 | $5,954+78.2% | $5,202+104.0% | $5,982+77.4% |
| Admin fee / account holder | $1,427 | $17,074-91.6% | $13,984-89.8% | $11,246-87.3% |