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 | $674,179 | $100,773+569.0% | $88,946+658.0% | $142,382+373.5% |
| Participation rate | 5.6% | 74.3%-68.7pp | 68.8%-63.3pp | 80.1%-74.6pp |
| Annual return | 15.08% | 70.18%-55.1pp | 57.82%-42.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $166 | $2,918-94.3% | $2,555-93.5% | $4,299-96.1% |
| Participant deferral / active EE | $1,344 | $5,230-74.3% | $4,581-70.7% | $6,507-79.3% |
| Admin fee / account holder | $8,080 | $9,693-16.6% | $8,261-2.2% | $12,624-36.0% |