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 | $271,754 | $152,587+78.1% | $125,175+117.1% | $152,861+77.8% |
| Participation rate | 63.6% | 83.3%-19.7pp | 79.8%-16.1pp | 82.4%-18.8pp |
| Annual return | 18.78% | 54.84%-36.1pp | 43.79%-25.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $349 | $4,946-93.0% | $3,865-91.0% | $4,762-92.7% |
| Participant deferral / active EE | $2,732 | $5,868-53.4% | $4,937-44.7% | $5,850-53.3% |
| Admin fee / account holder | $1,871 | $13,434-86.1% | $9,702-80.7% | $11,596-83.9% |