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 8-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 | $377,660 | $183,519+105.8% | $155,509+142.9% | $145,922+158.8% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 11.56% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $962 | $5,313-81.9% | $4,672-79.4% | $4,660-79.4% |
| Participant deferral / active EE | $4,917 | $6,462-23.9% | $5,626-12.6% | $6,688-26.5% |
| Admin fee / account holder | $1,380 | $19,313-92.9% | $15,912-91.3% | $13,397-89.7% |