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 | $178,174+43.4% | $156,181+63.6% | $137,256+86.1% |
| Participation rate | 56.5% | 82.0%-25.5pp | 78.8%-22.3pp | 80.0%-23.4pp |
| Annual return | 17.03% | 84.19%-67.2pp | 64.87%-47.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,010 | $4,972-79.7% | $4,294-76.5% | $4,156-75.7% |
| Participant deferral / active EE | $4,183 | $6,888-39.3% | $6,132-31.8% | $6,407-34.7% |
| Admin fee / account holder | $4,413 | $17,404-74.6% | $14,586-69.7% | $12,270-64.0% |