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.
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 | $616,229 | $177,572+247.0% | $154,803+298.1% | $142,382+332.8% |
| Participation rate | 38.5% | 82.1%-43.6pp | 78.1%-39.6pp | 80.1%-41.7pp |
| Annual return | 92.95% | 65.07%+27.9pp | 58.88%+34.1pp | 217.08%-124.1pp |
| Employer contribution / active EE | $1,617 | $4,810-66.4% | $4,305-62.4% | $4,299-62.4% |
| Participant deferral / active EE | $4,773 | $6,272-23.9% | $5,540-13.9% | $6,507-26.6% |
| Admin fee / account holder | $4,083 | $16,786-75.7% | $14,329-71.5% | $12,624-67.7% |