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 | $461,037 | $96,635+377.1% | $86,612+432.3% | $139,434+230.6% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 16.96% | 106.41%-89.5pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,680 | $4,836+79.5% | $4,438+95.6% | $6,710+29.4% |
| Admin fee / account holder | $64,222 | $6,408+902.2% | $5,614+1043.9% | $11,403+463.2% |