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 | $269,996 | $162,781+65.9% | $133,956+101.6% | $158,922+69.9% |
| Participation rate | 52.2% | 83.2%-31.0pp | 79.8%-27.7pp | 82.0%-29.8pp |
| Annual return | 24.58% | 41.94%-17.4pp | 45.09%-20.5pp | 302.83%-278.2pp |
| Employer contribution / active EE | $36 | $4,975-99.3% | $3,919-99.1% | $4,761-99.3% |
| Participant deferral / active EE | $6,253 | $5,911+5.8% | $5,048+23.9% | $5,982+4.5% |
| Admin fee / account holder | $10,258 | $11,736-12.6% | $8,927+14.9% | $11,246-8.8% |