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 | $268,639 | $202,318+32.8% | $172,739+55.5% | $152,861+75.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 14.90% | 1029.65%-1014.8pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $852 | $5,856-85.5% | $5,143-83.4% | $4,762-82.1% |
| Participant deferral / active EE | $6,499 | $5,948+9.3% | $5,198+25.0% | $5,850+11.1% |
| Admin fee / account holder | $7,670 | $17,109-55.2% | $13,954-45.0% | $11,596-33.9% |