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.
Participant 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 | $343,399 | $124,185+176.5% | $108,410+216.8% | $167,490+105.0% |
| Participation rate | 33.3% | 82.3%-48.9pp | 80.1%-46.8pp | 82.1%-48.8pp |
| Annual return | 17.54% | 1379.64%-1362.1pp | 905.27%-887.7pp | 478.56%-461.0pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $771 | $6,908-88.8% | $6,563-88.3% | $6,341-87.8% |
| Admin fee / account holder | $74,907 | $9,455+692.3% | $7,295+926.8% | $12,309+508.6% |