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 | $311,473 | $175,202+77.8% | $149,673+108.1% | $139,434+123.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.68% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,159 | $5,474-78.8% | $4,818-75.9% | $4,751-75.6% |
| Participant deferral / active EE | $5,492 | $6,519-15.7% | $5,680-3.3% | $6,710-18.2% |
| Admin fee / account holder | $1,586 | $16,150-90.2% | $13,210-88.0% | $11,403-86.1% |