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 | $742,781 | $106,515+597.3% | $96,683+668.3% | $139,434+432.7% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 50.22% | 38.43%+11.8pp | 35.69%+14.5pp | 372.94%-322.7pp |
| Employer contribution / active EE | $649 | $4,103-84.2% | $3,737-82.6% | $4,751-86.3% |
| Participant deferral / active EE | $2,154 | $5,454-60.5% | $4,878-55.8% | $6,710-67.9% |
| Admin fee / account holder | $575 | $7,877-92.7% | $6,730-91.5% | $11,403-95.0% |