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 9-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 | $415,804 | $163,101+154.9% | $136,749+204.1% | $142,382+192.0% |
| Participation rate | 33.3% | 78.2%-44.9pp | 72.1%-38.8pp | 80.1%-46.8pp |
| Annual return | 19.23% | 27.54%-8.3pp | 24.33%-5.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $428 | $4,117-89.6% | $3,400-87.4% | $4,299-90.0% |
| Participant deferral / active EE | $6,614 | $5,585+18.4% | $4,692+41.0% | $6,507+1.6% |
| Admin fee / account holder | $6,695 | $14,318-53.2% | $11,386-41.2% | $12,624-47.0% |