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.
Participant 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 | $250,468 | $57,016+339.3% | $84,966+194.8% | $80,856+209.8% |
| Participation rate | 53.6% | 56.3%-2.8pp | 67.5%-13.9pp | 67.6%-14.1pp |
| Annual return | 112.70% | 21.66%+91.0pp | 66.38%+46.3pp | 35.59%+77.1pp |
| Employer contribution / active EE | $508 | $1,798-71.7% | $2,727-81.4% | $2,755-81.6% |
| Participant deferral / active EE | $537 | $3,110-82.7% | $4,519-88.1% | $4,296-87.5% |
| Admin fee / account holder | $1,820 | $4,980-63.5% | $6,149-70.4% | $6,918-73.7% |