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 | $318,082 | $96,305+230.3% | $80,569+294.8% | $139,434+128.1% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 20.83% | 1350.08%-1329.3pp | 935.43%-914.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $387 | $3,262-88.1% | $2,723-85.8% | $4,751-91.9% |
| Participant deferral / active EE | $7,500 | $5,232+43.4% | $4,447+68.6% | $6,710+11.8% |
| Admin fee / account holder | $819 | $6,599-87.6% | $5,377-84.8% | $11,403-92.8% |