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 | $251,791 | $81,248+209.9% | $155,509+61.9% | $80,856+211.4% |
| Participation rate | 60.7% | 66.2%-5.5pp | 78.2%-17.5pp | 67.6%-6.9pp |
| Annual return | 22.79% | 33.31%-10.5pp | 64.67%-41.9pp | 35.59%-12.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,324 | $3,452-3.7% | $5,626-40.9% | $4,296-22.6% |
| Admin fee / account holder | $24,454 | $7,997+205.8% | $15,912+53.7% | $6,918+253.5% |