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 | $100,773+175.8% | $88,946+212.5% | $142,382+95.2% |
| Participation rate | 14.3% | 74.3%-60.0pp | 68.8%-54.6pp | 80.1%-65.8pp |
| Annual return | 15.91% | 70.18%-54.3pp | 57.82%-41.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $211 | $2,918-92.8% | $2,555-91.7% | $4,299-95.1% |
| Participant deferral / active EE | $1,109 | $5,230-78.8% | $4,581-75.8% | $6,507-83.0% |
| Admin fee / account holder | $1,572 | $9,693-83.8% | $8,261-81.0% | $12,624-87.5% |