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 | $254,327 | $152,587+66.7% | $125,175+103.2% | $152,861+66.4% |
| Participation rate | 16.7% | 83.3%-66.7pp | 79.8%-63.1pp | 82.4%-65.8pp |
| Annual return | 24.16% | 54.84%-30.7pp | 43.79%-19.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $680 | $4,946-86.3% | $3,865-82.4% | $4,762-85.7% |
| Participant deferral / active EE | $6,250 | $5,868+6.5% | $4,937+26.6% | $5,850+6.8% |
| Admin fee / account holder | $13,086 | $13,434-2.6% | $9,702+34.9% | $11,596+12.8% |