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 10-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 | $834,944 | $99,877+736.0% | $84,966+882.7% | $145,922+472.2% |
| Participation rate | 10.0% | 74.1%-64.1pp | 67.5%-57.5pp | 80.3%-70.3pp |
| Annual return | 15.79% | 83.76%-68.0pp | 66.38%-50.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $249 | $3,231-92.3% | $2,727-90.9% | $4,660-94.7% |
| Participant deferral / active EE | $3,050 | $5,291-42.4% | $4,519-32.5% | $6,688-54.4% |
| Admin fee / account holder | $4,931 | $7,248-32.0% | $6,149-19.8% | $13,397-63.2% |