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 8-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 | $334,113 | $197,591+69.1% | $177,821+87.9% | $158,922+110.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 21.41% | 58.76%-37.3pp | 48.32%-26.9pp | 302.83%-281.4pp |
| Employer contribution / active EE | $519 | $6,697-92.3% | $5,918-91.2% | $4,761-89.1% |
| Participant deferral / active EE | $4,563 | $8,405-45.7% | $7,714-40.8% | $5,982-23.7% |
| Admin fee / account holder | $438 | $15,399-97.2% | $12,427-96.5% | $11,246-96.1% |