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 | $823,610 | $217,402+278.8% | $185,823+343.2% | $167,490+391.7% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 10.50% | 148.36%-137.9pp | 122.05%-111.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $630 | $5,873-89.3% | $5,167-87.8% | $4,837-87.0% |
| Participant deferral / active EE | $2,677 | $6,356-57.9% | $5,568-51.9% | $6,341-57.8% |
| Admin fee / account holder | $3,226 | $19,811-83.7% | $16,237-80.1% | $12,309-73.8% |