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 9-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 | $310,718 | $100,773+208.3% | $88,946+249.3% | $142,382+118.2% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 11.94% | 70.18%-58.2pp | 57.82%-45.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $283 | $2,918-90.3% | $2,555-88.9% | $4,299-93.4% |
| Participant deferral / active EE | $7,857 | $5,230+50.2% | $4,581+71.5% | $6,507+20.7% |
| Admin fee / account holder | $10,435 | $9,693+7.6% | $8,261+26.3% | $12,624-17.3% |