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 | $431,836 | $183,519+135.3% | $155,509+177.7% | $145,922+195.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.63% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,578 | $5,313-70.3% | $4,672-66.2% | $4,660-66.1% |
| Participant deferral / active EE | $6,130 | $6,462-5.1% | $5,626+9.0% | $6,688-8.3% |
| Admin fee / account holder | $30,536 | $19,313+58.1% | $15,912+91.9% | $13,397+127.9% |