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 | $263,963 | $755,339-65.1% | $379,746-30.5% | $158,922+66.1% |
| Participation rate | 42.9% | 81.8%-38.9pp | 78.4%-35.6pp | 82.0%-39.1pp |
| Annual return | 10.24% | 53.41%-43.2pp | 34.90%-24.7pp | 302.83%-292.6pp |
| Employer contribution / active EE | $587 | $4,685-87.5% | $3,540-83.4% | $4,761-87.7% |
| Participant deferral / active EE | $2,387 | $7,938-69.9% | $6,024-60.4% | $5,982-60.1% |
| Admin fee / account holder | $1,697 | $14,482-88.3% | $7,927-78.6% | $11,246-84.9% |