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 | $268,925 | $51,576+421.4% | $129,207+108.1% | $80,856+232.6% |
| Participation rate | 35.7% | 57.0%-21.3pp | 69.6%-33.9pp | 67.6%-31.9pp |
| Annual return | 22.56% | 20.81%+1.8pp | 9417.33%-9394.8pp | 35.59%-13.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,382 | $2,669+64.2% | $4,168+5.1% | $4,296+2.0% |
| Admin fee / account holder | $11,364 | $4,305+164.0% | $7,715+47.3% | $6,918+64.3% |