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 | $391,684 | $84,233+365.0% | $170,442+129.8% | $70,131+458.5% |
| Participation rate | 41.0% | 70.8%-29.8pp | 83.6%-42.6pp | 69.5%-28.5pp |
| Annual return | 15.59% | 23.06%-7.5pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $11,309 | $3,387+233.9% | $5,433+108.2% | $2,342+382.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,080 | $5,698-45.9% | $13,880-77.8% | $4,645-33.7% |