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 | $326,995 | $179,726+81.9% | $156,263+109.3% | $142,382+129.7% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.9%-9.7pp | 80.1%-10.9pp |
| Annual return | 17.63% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | -$3 | $5,069-100.1% | $4,333-100.1% | $4,299-100.1% |
| Participant deferral / active EE | $5,178 | $6,956-25.6% | $6,158-15.9% | $6,507-20.4% |
| Admin fee / account holder | $5,638 | $17,272-67.4% | $14,255-60.4% | $12,624-55.3% |