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 | $351,460 | $201,259+74.6% | $184,200+90.8% | $145,959+140.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 28.20% | 28.98%-0.8pp | 28.80%-0.6pp | 561.95%-533.7pp |
| Employer contribution / active EE | $1,335 | $7,018-81.0% | $6,424-79.2% | $4,661-71.4% |
| Participant deferral / active EE | $4,542 | $9,806-53.7% | $9,132-50.3% | $6,689-32.1% |
| Admin fee / account holder | $8,017 | $16,372-51.0% | $13,907-42.4% | $13,398-40.2% |