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 | $410,849 | $74,888+448.6% | $71,209+477.0% | $142,382+188.6% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.1%-57.9pp |
| Annual return | 16.31% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $266 | $2,854-90.7% | $2,721-90.2% | $4,299-93.8% |
| Participant deferral / active EE | $2,874 | $4,454-35.5% | $4,175-31.2% | $6,507-55.8% |
| Admin fee / account holder | $1,674 | $5,568-69.9% | $5,349-68.7% | $12,624-86.7% |