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 | $355,412 | $171,865+106.8% | $149,718+137.4% | $147,584+140.8% |
| Participation rate | 37.5% | 88.2%-50.7pp | 87.1%-49.6pp | 82.8%-45.3pp |
| Annual return | 17.70% | 2113.22%-2095.5pp | 1501.63%-1483.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $884 | $6,275-85.9% | $5,445-83.8% | $4,876-81.9% |
| Participant deferral / active EE | $4,123 | $7,271-43.3% | $6,569-37.2% | $5,439-24.2% |
| Admin fee / account holder | $5,845 | $13,799-57.6% | $11,283-48.2% | $10,885-46.3% |