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 | $274,362 | $102,317+168.1% | $146,958+86.7% | $80,856+239.3% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.2%-44.7pp | 67.6%-30.1pp |
| Annual return | 20.67% | 134.76%-114.1pp | 418.34%-397.7pp | 35.59%-14.9pp |
| Employer contribution / active EE | $151 | $3,713-95.9% | $4,933-96.9% | $2,755-94.5% |
| Participant deferral / active EE | $3,011 | $6,644-54.7% | $8,070-62.7% | $4,296-29.9% |
| Admin fee / account holder | $3,870 | $7,941-51.3% | $12,998-70.2% | $6,918-44.1% |