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 | $268,479 | $99,652+169.4% | $78,778+240.8% | $147,584+81.9% |
| Participation rate | 47.1% | 76.2%-29.2pp | 69.2%-22.1pp | 82.8%-35.8pp |
| Annual return | 10.07% | 47.28%-37.2pp | 35.62%-25.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,589 | $3,664+25.3% | $2,958+55.1% | $5,439-15.6% |
| Admin fee / account holder | $16,717 | $7,155+133.6% | $5,134+225.6% | $10,885+53.6% |