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.
Participant 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 | $267,100 | $152,587+75.0% | $125,175+113.4% | $152,861+74.7% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 26.46% | 54.84%-28.4pp | 43.79%-17.3pp | 345.32%-318.9pp |
| Employer contribution / active EE | $15,587 | $4,946+215.1% | $3,865+303.2% | $4,762+227.3% |
| Participant deferral / active EE | $1,267 | $5,868-78.4% | $4,937-74.3% | $5,850-78.3% |
| Admin fee / account holder | $1,884 | $13,434-86.0% | $9,702-80.6% | $11,596-83.8% |