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 9-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 | $659,840 | $107,452+514.1% | $91,541+620.8% | $142,382+363.4% |
| Participation rate | 16.7% | 75.1%-58.4pp | 69.8%-53.1pp | 80.1%-63.5pp |
| Annual return | 185.92% | 22.06%+163.9pp | 20.50%+165.4pp | 217.08%-31.2pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,158 | $4,754-75.7% | $4,008-71.1% | $6,507-82.2% |
| Admin fee / account holder | $29,932 | $8,834+238.8% | $6,956+330.3% | $12,624+137.1% |