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 | $305,318 | $118,450+157.8% | $98,439+210.2% | $139,434+119.0% |
| Participation rate | 54.5% | 77.4%-22.9pp | 75.2%-20.6pp | 80.3%-25.8pp |
| Annual return | 12.32% | 18.94%-6.6pp | 21.16%-8.8pp | 372.94%-360.6pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,709 | $5,392-12.7% | $4,738-0.6% | $6,710-29.8% |
| Admin fee / account holder | $6,468 | $14,026-53.9% | $8,948-27.7% | $11,403-43.3% |