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 | $305,681 | $115,882+163.8% | $100,516+204.1% | $158,922+92.3% |
| Participation rate | 54.5% | 81.6%-27.0pp | 79.4%-24.9pp | 82.0%-27.4pp |
| Annual return | 20.63% | 34.79%-14.2pp | 30.89%-10.3pp | 302.83%-282.2pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,995 | $6,674-10.2% | $6,270-4.4% | $5,982+0.2% |
| Admin fee / account holder | $15,394 | $10,995+40.0% | $8,081+90.5% | $11,246+36.9% |