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 | $281,700 | $117,841+139.1% | $102,423+175.0% | $145,922+93.0% |
| Participation rate | 68.8% | 78.6%-9.8pp | 76.5%-7.7pp | 80.3%-11.5pp |
| Annual return | 14.55% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $808 | $3,615-77.6% | $3,023-73.3% | $4,660-82.7% |
| Participant deferral / active EE | $5,508 | $5,731-3.9% | $5,053+9.0% | $6,688-17.6% |
| Admin fee / account holder | $5,457 | $13,326-59.0% | $9,451-42.3% | $13,397-59.3% |