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 | $492,798 | $159,901+208.2% | $146,958+235.3% | $145,922+237.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 21.21% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $417 | $5,286-92.1% | $4,933-91.6% | $4,660-91.1% |
| Participant deferral / active EE | $6,891 | $8,428-18.2% | $8,070-14.6% | $6,688+3.0% |
| Admin fee / account holder | $5,618 | $15,044-62.7% | $12,998-56.8% | $13,397-58.1% |