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 | $261,812 | $48,230+442.8% | $67,502+287.9% | $80,856+223.8% |
| Participation rate | 44.4% | 66.4%-21.9pp | 72.9%-28.4pp | 67.6%-23.2pp |
| Annual return | 31.55% | 18.28%+13.3pp | 3512.12%-3480.6pp | 35.59%-4.0pp |
| Employer contribution / active EE | $263 | $2,020-87.0% | $2,731-90.4% | $2,755-90.4% |
| Participant deferral / active EE | $3,185 | $2,924+8.9% | $4,000-20.4% | $4,296-25.9% |
| Admin fee / account holder | $23,578 | $3,681+540.5% | $3,998+489.8% | $6,918+240.8% |