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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $486,445 | $168,632+188.5% | $147,614+229.5% | $125,391+287.9% |
| Participation rate | 53.8% | 88.8%-34.9pp | 84.6%-30.8pp | 83.2%-29.3pp |
| Annual return | -1.54% | 77.65%-79.2pp | 61.98%-63.5pp | 282.22%-283.8pp |
| Employer contribution / active EE | $8,375 | $6,252+33.9% | $5,564+50.5% | $4,866+72.1% |
| Participant deferral / active EE | $992 | $5,507-82.0% | $4,895-79.7% | $5,352-81.5% |
| Admin fee / account holder | $8,764 | $13,580-35.5% | $11,611-24.5% | $9,540-8.1% |