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 | $257,877 | $27,641+833.0% | $61,373+320.2% | $68,494+276.5% |
| Participation rate | 26.9% | 39.5%-12.6pp | 52.6%-25.6pp | 67.9%-41.0pp |
| Annual return | 24.50% | -13.24%+37.7pp | 338.61%-314.1pp | -7.84%+32.3pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $283 | $1,263-77.6% | $2,125-86.7% | $4,027-93.0% |
| Admin fee / account holder | $352 | $2,010-82.5% | $2,130-83.5% | $5,403-93.5% |