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 | $392,424 | $149,679+162.2% | $117,039+235.3% | $147,584+165.9% |
| Participation rate | 33.3% | 83.5%-50.2pp | 77.2%-43.9pp | 82.8%-49.5pp |
| Annual return | 15.53% | 19.31%-3.8pp | 18.95%-3.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $480 | $4,937-90.3% | $3,785-87.3% | $4,876-90.2% |
| Participant deferral / active EE | $5,533 | $4,912+12.6% | $3,929+40.8% | $5,439+1.7% |
| Admin fee / account holder | $3,857 | $7,856-50.9% | $5,974-35.4% | $10,885-64.6% |