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 | $250,345 | $106,515+135.0% | $96,683+158.9% | $139,434+79.5% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 16.16% | 38.43%-22.3pp | 35.69%-19.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $572 | $4,103-86.1% | $3,737-84.7% | $4,751-88.0% |
| Participant deferral / active EE | $7,500 | $5,454+37.5% | $4,878+53.7% | $6,710+11.8% |
| Admin fee / account holder | $625 | $7,877-92.1% | $6,730-90.7% | $11,403-94.5% |