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 | $307,248 | $109,982+179.4% | $97,226+216.0% | $145,922+110.6% |
| Participation rate | 14.3% | 75.9%-61.7pp | 72.7%-58.4pp | 80.3%-66.0pp |
| Annual return | 20.87% | 242.90%-222.0pp | 75.13%-54.3pp | 561.29%-540.4pp |
| Employer contribution / active EE | $311 | $3,084-89.9% | $2,729-88.6% | $4,660-93.3% |
| Participant deferral / active EE | $3,000 | $4,676-35.8% | $4,264-29.6% | $6,688-55.1% |
| Admin fee / account holder | $2,032 | $6,221-67.3% | $5,654-64.1% | $13,397-84.8% |