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.
Participant 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 | $1,138,155 | $126,574+799.2% | $106,213+971.6% | $145,922+680.0% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 31.03% | 224.79%-193.8pp | 116.14%-85.1pp | 561.29%-530.3pp |
| Employer contribution / active EE | $37,552 | $3,730+906.7% | $3,171+1084.1% | $4,660+705.9% |
| Participant deferral / active EE | $1,015 | $5,724-82.3% | $5,016-79.8% | $6,688-84.8% |
| Admin fee / account holder | $22,526 | $17,304+30.2% | $11,033+104.2% | $13,397+68.1% |