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 | $289,441 | $149,679+93.4% | $117,039+147.3% | $147,584+96.1% |
| Participation rate | 11.8% | 83.5%-71.7pp | 77.2%-65.4pp | 82.8%-71.1pp |
| Annual return | 17.11% | 19.31%-2.2pp | 18.95%-1.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $95 | $4,937-98.1% | $3,785-97.5% | $4,876-98.1% |
| Participant deferral / active EE | $2,118 | $4,912-56.9% | $3,929-46.1% | $5,439-61.1% |
| Admin fee / account holder | $2,445 | $7,856-68.9% | $5,974-59.1% | $10,885-77.5% |