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 | $873,515 | $34,308+2446.1% | $74,701+1069.4% | $72,985+1096.8% |
| Participation rate | 2.3% | 42.4%-40.1pp | 54.5%-52.1pp | 69.5%-67.2pp |
| Annual return | 27.14% | 26.58%+0.6pp | 752.92%-725.8pp | 81.00%-53.9pp |
| Employer contribution / active EE | $105 | $692-84.9% | $1,084-90.3% | $2,440-95.7% |
| Participant deferral / active EE | $392 | $1,271-69.1% | $1,964-80.0% | $3,607-89.1% |
| Admin fee / account holder | $18,139 | $2,124+753.9% | $3,333+444.2% | $5,124+254.0% |