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 | $302,752 | $142,344+112.7% | $119,609+153.1% | $134,475+125.1% |
| Participation rate | 41.7% | 82.8%-41.1pp | 79.3%-37.6pp | 81.2%-39.6pp |
| Annual return | -15.90% | -12.44%-3.5pp | -14.97%-0.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $569 | $5,222-89.1% | $4,232-86.5% | $4,740-88.0% |
| Participant deferral / active EE | $2,909 | $6,469-55.0% | $5,602-48.1% | $6,400-54.5% |
| Admin fee / account holder | $1,667 | $13,584-87.7% | $10,323-83.9% | $11,426-85.4% |