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 | $290,923 | $84,696+243.5% | $75,696+284.3% | $167,490+73.7% |
| Participation rate | 60.9% | 77.8%-17.0pp | 74.8%-14.0pp | 82.1%-21.2pp |
| Annual return | 29.98% | 199.36%-169.4pp | 104.53%-74.5pp | 478.56%-448.6pp |
| Employer contribution / active EE | $251 | $3,230-92.2% | $2,743-90.8% | $4,837-94.8% |
| Participant deferral / active EE | $2,513 | $4,580-45.1% | $3,821-34.2% | $6,341-60.4% |
| Admin fee / account holder | $8,645 | $5,355+61.4% | $3,619+138.9% | $12,309-29.8% |