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.
Participant 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 | $719,721 | $107,334+570.5% | $92,893+674.8% | $152,861+370.8% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 17.48% | 145.58%-128.1pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $4,923 | $4,221+16.6% | $3,653+34.8% | $4,762+3.4% |
| Participant deferral / active EE | $1,025 | $4,845-78.8% | $4,236-75.8% | $5,850-82.5% |
| Admin fee / account holder | $12,366 | $7,079+74.7% | $5,794+113.4% | $11,596+6.6% |