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 | $968,204 | $210,648+359.6% | $177,989+444.0% | $145,922+563.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.72% | 385.86%-368.1pp | 294.48%-276.8pp | 561.29%-543.6pp |
| Employer contribution / active EE | $428 | $4,565-90.6% | $3,949-89.2% | $4,660-90.8% |
| Participant deferral / active EE | $7,625 | $6,958+9.6% | $6,276+21.5% | $6,688+14.0% |
| Admin fee / account holder | $5,149 | $12,013-57.1% | $10,363-50.3% | $13,397-61.6% |