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 | $371,757 | $53,516+594.7% | $126,539+193.8% | $84,808+338.4% |
| Participation rate | 18.9% | 58.2%-39.3pp | 69.8%-50.9pp | 68.3%-49.4pp |
| Annual return | 14.42% | 58.34%-43.9pp | 425.95%-411.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $242 | $1,535-84.2% | $3,674-93.4% | $2,631-90.8% |
| Participant deferral / active EE | $2,073 | $2,671-22.4% | $4,083-49.2% | $4,212-50.8% |
| Admin fee / account holder | $12,553 | $4,497+179.2% | $6,065+107.0% | $7,344+70.9% |