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 | $892,684 | $217,402+310.6% | $185,823+380.4% | $167,490+433.0% |
| Participation rate | 20.0% | 86.0%-66.0pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 21.18% | 148.36%-127.2pp | 122.05%-100.9pp | 478.56%-457.4pp |
| Employer contribution / active EE | $232 | $5,873-96.0% | $5,167-95.5% | $4,837-95.2% |
| Participant deferral / active EE | $5,200 | $6,356-18.2% | $5,568-6.6% | $6,341-18.0% |
| Admin fee / account holder | $4,435 | $19,811-77.6% | $16,237-72.7% | $12,309-64.0% |