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 | $268,876 | $72,277+272.0% | $101,248+165.6% | $79,858+236.7% |
| Participation rate | 61.3% | 68.5%-7.2pp | 75.8%-14.5pp | 69.6%-8.3pp |
| Annual return | 12.26% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,594 | $3,282+70.5% | $4,370+28.0% | $3,740+49.6% |
| Admin fee / account holder | $8,415 | $4,400+91.2% | $5,945+41.5% | $5,306+58.6% |