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 | $406,907 | $154,117+164.0% | $129,995+213.0% | $139,434+191.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 25.61% | 32.48%-6.9pp | -137.18%+162.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,282 | $5,289-75.8% | $4,320-70.3% | $4,751-73.0% |
| Participant deferral / active EE | $1,603 | $6,710-76.1% | $5,820-72.5% | $6,710-76.1% |
| Admin fee / account holder | $12,707 | $14,007-9.3% | $10,614+19.7% | $11,403+11.4% |