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 | $315,511 | $150,440+109.7% | $136,294+131.5% | $147,584+113.8% |
| Participation rate | 17.6% | 84.4%-66.8pp | 81.9%-64.3pp | 82.8%-65.2pp |
| Annual return | 15.41% | 1049.08%-1033.7pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $675 | $5,256-87.2% | $4,695-85.6% | $4,876-86.2% |
| Participant deferral / active EE | $3,517 | $6,630-47.0% | $6,247-43.7% | $5,439-35.3% |
| Admin fee / account holder | $7,562 | $10,905-30.7% | $9,243-18.2% | $10,885-30.5% |