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 | $457,198 | $217,402+110.3% | $185,823+146.0% | $167,490+173.0% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 15.65% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,968 | $5,873-32.4% | $5,167-23.2% | $4,837-18.0% |
| Participant deferral / active EE | $1,654 | $6,356-74.0% | $5,568-70.3% | $6,341-73.9% |
| Admin fee / account holder | $8,168 | $19,811-58.8% | $16,237-49.7% | $12,309-33.6% |