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 7-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 | $297,574 | $197,591+50.6% | $177,821+67.3% | $158,922+87.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 16.33% | 58.76%-42.4pp | 48.32%-32.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,070 | $6,697-84.0% | $5,918-81.9% | $4,761-77.5% |
| Participant deferral / active EE | $8,997 | $8,405+7.0% | $7,714+16.6% | $5,982+50.4% |
| Admin fee / account holder | $3,314 | $15,399-78.5% | $12,427-73.3% | $11,246-70.5% |