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 | $319,213 | $52,681+505.9% | $75,781+321.2% | $59,632+435.3% |
| Participation rate | 10.9% | 67.2%-56.3pp | 75.8%-64.9pp | 68.7%-57.7pp |
| Annual return | -0.13% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $343 | $2,193-84.4% | $3,323-89.7% | $2,203-84.4% |
| Participant deferral / active EE | $2,308 | $2,591-10.9% | $3,651-36.8% | $3,192-27.7% |
| Admin fee / account holder | $6,230 | $3,610+72.6% | $5,299+17.6% | $4,297+45.0% |