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 | $506,379 | $97,757+418.0% | $83,848+503.9% | $135,375+274.1% |
| Participation rate | 35.7% | 80.0%-44.2pp | 76.1%-40.4pp | 82.6%-46.9pp |
| Annual return | 8.41% | 1287.37%-1279.0pp | 850.88%-842.5pp | 519.73%-511.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,623 | $4,682+41.5% | $4,082+62.3% | $5,609+18.1% |
| Admin fee / account holder | $12,319 | $6,674+84.6% | $5,478+124.9% | $10,827+13.8% |