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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,814 | $38,365+890.0% | $84,611+348.9% | $65,185+482.7% |
| Participation rate | 4.0% | 55.7%-51.7pp | 68.2%-64.3pp | 70.2%-66.2pp |
| Annual return | 38.93% | 32.00%+6.9pp | 258.74%-219.8pp | 29.38%+9.5pp |
| Employer contribution / active EE | $582 | $1,258-53.7% | $2,652-78.0% | $2,177-73.2% |
| Participant deferral / active EE | $415 | $2,278-81.8% | $3,899-89.4% | $3,514-88.2% |
| Admin fee / account holder | $424 | $451-6.0% | $4,912-91.4% | $847-49.9% |