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 | $251,485 | $209,411+20.1% | $178,490+40.9% | $158,922+58.2% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 11.08% | 188.75%-177.7pp | 151.07%-140.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $798 | $5,706-86.0% | $5,011-84.1% | $4,761-83.2% |
| Participant deferral / active EE | $3,829 | $5,954-35.7% | $5,202-26.4% | $5,982-36.0% |
| Admin fee / account holder | $1,923 | $17,074-88.7% | $13,984-86.2% | $11,246-82.9% |