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.
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 | $267,175 | $126,519+111.2% | $106,201+151.6% | $145,959+83.0% |
| Participation rate | 36.4% | 77.7%-41.3pp | 75.3%-38.9pp | 80.3%-43.9pp |
| Annual return | 10.00% | 225.10%-215.1pp | 116.26%-106.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,229 | $5,716-78.5% | $5,012-75.5% | $6,689-81.6% |
| Admin fee / account holder | $2,440 | $17,312-85.9% | $11,039-77.9% | $13,398-81.8% |