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 | $326,544 | $176,056+85.5% | $159,436+104.8% | $167,490+95.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 21.11% | 331.75%-310.6pp | 263.57%-242.5pp | 478.56%-457.4pp |
| Employer contribution / active EE | $387 | $5,297-92.7% | $4,829-92.0% | $4,837-92.0% |
| Participant deferral / active EE | $6,100 | $7,750-21.3% | $7,352-17.0% | $6,341-3.8% |
| Admin fee / account holder | $2,824 | $12,554-77.5% | $10,799-73.8% | $12,309-77.1% |