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 | $312,785 | $180,449+73.3% | $154,107+103.0% | $135,375+131.1% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -4.54% | 888.09%-892.6pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,183 | $6,035-80.4% | $5,298-77.7% | $4,779-75.2% |
| Participant deferral / active EE | $2,771 | $5,806-52.3% | $5,081-45.5% | $5,609-50.6% |
| Admin fee / account holder | $5,322 | $16,143-67.0% | $13,411-60.3% | $10,827-50.8% |