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 | $347,014 | $95,266+264.3% | $82,389+321.2% | $142,382+143.7% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.5%-44.5pp | 80.1%-55.1pp |
| Annual return | 12.10% | 25.74%-13.6pp | 28.67%-16.6pp | 217.08%-205.0pp |
| Employer contribution / active EE | $396 | $2,991-86.7% | $2,517-84.3% | $4,299-90.8% |
| Participant deferral / active EE | $5,383 | $4,809+11.9% | $4,155+29.6% | $6,507-17.3% |
| Admin fee / account holder | $5,584 | $8,563-34.8% | $7,231-22.8% | $12,624-55.8% |