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 | $277,921 | $97,125+186.1% | $86,233+222.3% | $137,256+102.5% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.0%-54.7pp | 80.0%-65.7pp |
| Annual return | 15.91% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $211 | $2,841-92.6% | $2,504-91.6% | $4,156-94.9% |
| Participant deferral / active EE | $1,109 | $5,180-78.6% | $4,559-75.7% | $6,407-82.7% |
| Admin fee / account holder | $1,572 | $9,725-83.8% | $8,342-81.2% | $12,270-87.2% |