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 9-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 | $347,549 | $179,726+93.4% | $156,263+122.4% | $142,382+144.1% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.9%-58.9pp | 80.1%-60.1pp |
| Annual return | 10.32% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $305 | $5,069-94.0% | $4,333-93.0% | $4,299-92.9% |
| Participant deferral / active EE | $6,575 | $6,956-5.5% | $6,158+6.8% | $6,507+1.0% |
| Admin fee / account holder | $8,811 | $17,272-49.0% | $14,255-38.2% | $12,624-30.2% |