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 | $373,227 | $178,174+109.5% | $156,181+139.0% | $137,256+171.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 13.53% | 84.19%-70.7pp | 64.87%-51.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,627 | $4,972-6.9% | $4,294+7.8% | $4,156+11.3% |
| Participant deferral / active EE | $12,924 | $6,888+87.6% | $6,132+110.8% | $6,407+101.7% |
| Admin fee / account holder | $10,352 | $17,404-40.5% | $14,586-29.0% | $12,270-15.6% |