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 | $333,934 | $106,890+212.4% | $84,015+297.5% | $152,861+118.5% |
| Participation rate | 53.3% | 75.2%-21.9pp | 69.0%-15.7pp | 82.4%-29.1pp |
| Annual return | 18.12% | 104.99%-86.9pp | 71.31%-53.2pp | 345.32%-327.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,241 | $4,011+5.7% | $3,239+31.0% | $5,850-27.5% |
| Admin fee / account holder | $1,562 | $8,285-81.1% | $6,101-74.4% | $11,596-86.5% |