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 | $742,290 | $209,411+254.5% | $178,490+315.9% | $158,922+367.1% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 86.62% | 188.75%-102.1pp | 151.07%-64.5pp | 302.83%-216.2pp |
| Employer contribution / active EE | $434 | $5,706-92.4% | $5,011-91.3% | $4,761-90.9% |
| Participant deferral / active EE | $5,533 | $5,954-7.1% | $5,202+6.4% | $5,982-7.5% |
| Admin fee / account holder | $545 | $17,074-96.8% | $13,984-96.1% | $11,246-95.2% |