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 | $262,660 | $124,425+111.1% | $112,040+134.4% | $137,256+91.4% |
| Participation rate | 56.5% | 79.3%-22.8pp | 76.5%-20.0pp | 80.0%-23.4pp |
| Annual return | 14.47% | 24.72%-10.3pp | 24.52%-10.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $227 | $3,411-93.3% | $2,954-92.3% | $4,156-94.5% |
| Participant deferral / active EE | $4,763 | $5,718-16.7% | $5,098-6.6% | $6,407-25.7% |
| Admin fee / account holder | $9,214 | $15,207-39.4% | $12,098-23.8% | $12,270-24.9% |