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 | $426,333 | $111,754+281.5% | $103,333+312.6% | $145,922+192.2% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 15.44% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $619 | $4,212-85.3% | $3,868-84.0% | $4,660-86.7% |
| Participant deferral / active EE | $4,543 | $5,619-19.1% | $5,057-10.2% | $6,688-32.1% |
| Admin fee / account holder | $8,808 | $9,750-9.7% | $8,355+5.4% | $13,397-34.3% |