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 | $535,509 | $149,734+257.6% | $118,925+350.3% | $158,922+237.0% |
| Participation rate | 25.0% | 82.1%-57.1pp | 75.4%-50.4pp | 82.0%-57.0pp |
| Annual return | 7.50% | 19.95%-12.4pp | 35.88%-28.4pp | 302.83%-295.3pp |
| Employer contribution / active EE | $623 | $4,115-84.9% | $3,263-80.9% | $4,761-86.9% |
| Participant deferral / active EE | $6,878 | $5,223+31.7% | $4,265+61.3% | $5,982+15.0% |
| Admin fee / account holder | $6,951 | $8,603-19.2% | $6,581+5.6% | $11,246-38.2% |