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.
Participant 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 | $285,212 | $59,805+376.9% | $79,550+258.5% | $68,494+316.4% |
| Participation rate | 7.0% | 61.1%-54.1pp | 69.5%-62.5pp | 67.9%-60.9pp |
| Annual return | -14.15% | -12.30%-1.8pp | 0.16%-14.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $806 | $3,024-73.3% | $3,985-79.8% | $4,027-80.0% |
| Admin fee / account holder | $35,905 | $4,835+642.6% | $6,832+425.5% | $5,403+564.6% |