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 | $273,893 | $179,726+52.4% | $156,263+75.3% | $142,382+92.4% |
| Participation rate | 23.8% | 82.1%-58.3pp | 78.9%-55.1pp | 80.1%-56.3pp |
| Annual return | 14.68% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $456 | $5,069-91.0% | $4,333-89.5% | $4,299-89.4% |
| Participant deferral / active EE | $3,425 | $6,956-50.8% | $6,158-44.4% | $6,507-47.4% |
| Admin fee / account holder | $9,613 | $17,272-44.3% | $14,255-32.6% | $12,624-23.9% |