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 5-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 | $483,269 | $133,958+260.8% | $112,228+330.6% | $134,475+259.4% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.1%-58.4pp | 81.2%-64.6pp |
| Annual return | 41.64% | 47.11%-5.5pp | 27.45%+14.2pp | 417.96%-376.3pp |
| Employer contribution / active EE | $600 | $4,038-85.1% | $3,635-83.5% | $4,740-87.3% |
| Participant deferral / active EE | $1,592 | $5,291-69.9% | $4,728-66.3% | $6,400-75.1% |
| Admin fee / account holder | $498 | $7,489-93.3% | $6,410-92.2% | $11,426-95.6% |