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 | $285,427 | $82,664+245.3% | $125,339+127.7% | $68,494+316.7% |
| Participation rate | 51.6% | 75.0%-23.4pp | 82.4%-30.8pp | 67.9%-16.3pp |
| Annual return | -14.48% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $576 | $3,381-83.0% | $4,814-88.0% | $2,596-77.8% |
| Participant deferral / active EE | $7,204 | $6,110+17.9% | $7,446-3.3% | $4,027+78.9% |
| Admin fee / account holder | $7,876 | $6,275+25.5% | $10,010-21.3% | $5,403+45.8% |