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 | $271,499 | $142,405+90.7% | $115,157+135.8% | $152,861+77.6% |
| Participation rate | 37.5% | 82.4%-44.9pp | 75.9%-38.4pp | 82.4%-44.9pp |
| Annual return | 28.29% | 41.48%-13.2pp | 35.60%-7.3pp | 345.32%-317.0pp |
| Employer contribution / active EE | $229 | $4,010-94.3% | $3,179-92.8% | $4,762-95.2% |
| Participant deferral / active EE | $5,500 | $5,164+6.5% | $4,168+31.9% | $5,850-6.0% |
| Admin fee / account holder | $1,948 | $8,462-77.0% | $7,088-72.5% | $11,596-83.2% |