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 | $324,645 | $115,770+180.4% | $101,248+220.6% | $158,922+104.3% |
| Participation rate | 11.8% | 79.4%-67.6pp | 75.8%-64.0pp | 82.0%-70.2pp |
| Annual return | 12.37% | 56.14%-43.8pp | 46.47%-34.1pp | 302.83%-290.5pp |
| Employer contribution / active EE | $230 | $4,175-94.5% | $3,660-93.7% | $4,761-95.2% |
| Participant deferral / active EE | $1,641 | $4,957-66.9% | $4,370-62.4% | $5,982-72.6% |
| Admin fee / account holder | $2,817 | $7,245-61.1% | $5,945-52.6% | $11,246-75.0% |