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 | $386,170 | $148,534+160.0% | $135,903+184.2% | $139,434+177.0% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.2pp | 80.3%-63.7pp |
| Annual return | 20.22% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $658 | $5,243-87.5% | $4,856-86.5% | $4,751-86.2% |
| Participant deferral / active EE | $5,000 | $8,100-38.3% | $7,758-35.5% | $6,710-25.5% |
| Admin fee / account holder | $3,746 | $12,400-69.8% | $10,762-65.2% | $11,403-67.1% |