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 | $354,994 | $54,705+548.9% | $71,209+398.5% | $84,808+318.6% |
| Participation rate | 19.2% | 64.1%-44.8pp | 73.8%-54.5pp | 68.3%-49.1pp |
| Annual return | 15.96% | 35.90%-19.9pp | 282.51%-266.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $176 | $2,158-91.8% | $2,721-93.5% | $2,631-93.3% |
| Participant deferral / active EE | $895 | $3,030-70.5% | $4,175-78.6% | $4,212-78.7% |
| Admin fee / account holder | $60,863 | $4,863+1151.4% | $5,349+1037.9% | $7,344+728.8% |