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 8-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 | $295,675 | $78,694+275.7% | $67,652+337.1% | $125,391+135.8% |
| Participation rate | 36.8% | 78.8%-42.0pp | 75.7%-38.8pp | 83.2%-46.3pp |
| Annual return | 1.18% | 9.46%-8.3pp | 6625.04%-6623.9pp | 282.22%-281.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,089 | $4,292+18.6% | $3,560+42.9% | $5,352-4.9% |
| Admin fee / account holder | $6,036 | $7,403-18.5% | $4,821+25.2% | $9,540-36.7% |