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.
Participant 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 | $326,294 | $176,056+85.3% | $159,436+104.7% | $167,490+94.8% |
| Participation rate | 47.8% | 84.9%-37.1pp | 82.8%-35.0pp | 82.1%-34.3pp |
| Annual return | 14.28% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,666 | $5,297-68.6% | $4,829-65.5% | $4,837-65.6% |
| Participant deferral / active EE | $2,373 | $7,750-69.4% | $7,352-67.7% | $6,341-62.6% |
| Admin fee / account holder | $13,132 | $12,554+4.6% | $10,799+21.6% | $12,309+6.7% |