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 | $286,553 | $100,773+184.4% | $88,946+222.2% | $142,382+101.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 12.40% | 70.18%-57.8pp | 57.82%-45.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | -$4,345 | $2,918-248.9% | $2,555-270.1% | $4,299-201.1% |
| Participant deferral / active EE | $21,436 | $5,230+309.9% | $4,581+367.9% | $6,507+229.4% |
| Admin fee / account holder | $3,628 | $9,693-62.6% | $8,261-56.1% | $12,624-71.3% |