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 | $255,473 | $179,726+42.1% | $156,263+63.5% | $142,382+79.4% |
| Participation rate | 56.5% | 82.1%-25.6pp | 78.9%-22.4pp | 80.1%-23.6pp |
| Annual return | 17.03% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,010 | $5,069-80.1% | $4,333-76.7% | $4,299-76.5% |
| Participant deferral / active EE | $4,183 | $6,956-39.9% | $6,158-32.1% | $6,507-35.7% |
| Admin fee / account holder | $4,413 | $17,272-74.5% | $14,255-69.0% | $12,624-65.0% |