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.
Participant 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 | $355,899 | $105,126+238.5% | $94,646+276.0% | $139,434+155.2% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 20.94% | 38.03%-17.1pp | 156.71%-135.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,178 | $4,106-71.3% | $3,672-67.9% | $4,751-75.2% |
| Participant deferral / active EE | $1,564 | $7,599-79.4% | $7,418-78.9% | $6,710-76.7% |
| Admin fee / account holder | $1,157 | $8,984-87.1% | $7,231-84.0% | $11,403-89.9% |