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 8-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 | $5,990,276 | $114,381+5137.1% | $107,525+5471.1% | $142,382+4107.2% |
| Participation rate | 7.1% | 78.1%-71.0pp | 75.1%-67.9pp | 80.1%-73.0pp |
| Annual return | 26.96% | 242.71%-215.8pp | 181.32%-154.4pp | 217.08%-190.1pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,085 | $5,564+9.4% | $5,116+19.0% | $6,507-6.5% |
| Admin fee / account holder | $20,004 | $9,860+102.9% | $8,919+124.3% | $12,624+58.5% |