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 | $418,639 | $98,240+326.1% | $82,313+408.6% | $147,584+183.7% |
| Participation rate | 42.1% | 79.7%-37.6pp | 76.9%-34.8pp | 82.8%-40.7pp |
| Annual return | 22.11% | 30.85%-8.7pp | 25.88%-3.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,250 | $4,383+19.8% | $3,706+41.7% | $5,439-3.5% |
| Admin fee / account holder | $5,101 | $8,563-40.4% | $5,608-9.0% | $10,885-53.1% |