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 | $405,415 | $124,185+226.5% | $108,410+274.0% | $167,490+142.1% |
| Participation rate | 54.5% | 82.3%-27.7pp | 80.1%-25.6pp | 82.1%-27.6pp |
| Annual return | 11.65% | 1379.64%-1368.0pp | 905.27%-893.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,914 | $6,908-14.4% | $6,563-9.9% | $6,341-6.7% |
| Admin fee / account holder | $5,880 | $9,455-37.8% | $7,295-19.4% | $12,309-52.2% |