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 | $290,639 | $124,281+133.9% | $109,143+166.3% | $167,490+73.5% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 31.84% | 26.04%+5.8pp | 25.75%+6.1pp | 478.56%-446.7pp |
| Employer contribution / active EE | $768 | $4,207-81.8% | $3,722-79.4% | $4,837-84.1% |
| Participant deferral / active EE | $6,104 | $5,255+16.2% | $4,653+31.2% | $6,341-3.7% |
| Admin fee / account holder | $1,065 | $7,970-86.6% | $6,752-84.2% | $12,309-91.3% |