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 5-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 | $324,586 | $150,187+116.1% | $120,354+169.7% | $145,922+122.4% |
| Participation rate | 41.2% | 78.8%-37.6pp | 71.9%-30.7pp | 80.3%-39.1pp |
| Annual return | 10.92% | 154.07%-143.1pp | 107.15%-96.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $600 | $4,348-86.2% | $3,463-82.7% | $4,660-87.1% |
| Participant deferral / active EE | $1,582 | $6,173-74.4% | $4,991-68.3% | $6,688-76.3% |
| Admin fee / account holder | $1,418 | $12,207-88.4% | $9,423-84.9% | $13,397-89.4% |