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 | $452,412 | $198,466+128.0% | $170,442+165.4% | $147,584+206.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 13.51% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,089 | $6,184-82.4% | $5,433-80.0% | $4,876-77.7% |
| Participant deferral / active EE | $2,916 | $5,629-48.2% | $4,939-41.0% | $5,439-46.4% |
| Admin fee / account holder | $1,855 | $16,852-89.0% | $13,880-86.6% | $10,885-83.0% |