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 | $600,708 | $159,602+276.4% | $150,045+300.4% | $142,382+321.9% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.3%-43.9pp | 80.1%-41.7pp |
| Annual return | 14.89% | 70.24%-55.3pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $256 | $4,961-94.8% | $4,693-94.6% | $4,299-94.1% |
| Participant deferral / active EE | $6,601 | $8,310-20.6% | $7,997-17.5% | $6,507+1.4% |
| Admin fee / account holder | $5,527 | $14,846-62.8% | $13,435-58.9% | $12,624-56.2% |