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 | $321,702 | $148,534+116.6% | $135,903+136.7% | $139,434+130.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 27.75% | 79.19%-51.4pp | 68.23%-40.5pp | 372.94%-345.2pp |
| Employer contribution / active EE | $417 | $5,243-92.1% | $4,856-91.4% | $4,751-91.2% |
| Participant deferral / active EE | $6,250 | $8,100-22.8% | $7,758-19.4% | $6,710-6.9% |
| Admin fee / account holder | $2,484 | $12,400-80.0% | $10,762-76.9% | $11,403-78.2% |