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 | $261,952 | $167,484+56.4% | $151,611+72.8% | $134,475+94.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -4.64% | 7.80%-12.4pp | 3.33%-8.0pp | 417.96%-422.6pp |
| Employer contribution / active EE | $322 | $6,829-95.3% | $6,166-94.8% | $4,740-93.2% |
| Participant deferral / active EE | $11,799 | $8,986+31.3% | $8,363+41.1% | $6,400+84.4% |
| Admin fee / account holder | $2,061 | $13,783-85.0% | $11,616-82.3% | $11,426-82.0% |