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 | $327,798 | $180,749+81.4% | $160,784+103.9% | $137,256+138.8% |
| Participation rate | 35.0% | 80.0%-45.0pp | 77.0%-42.0pp | 80.0%-45.0pp |
| Annual return | 17.93% | 2234.46%-2216.5pp | 1803.92%-1786.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,313 | $4,155-44.3% | $3,733-38.0% | $4,156-44.4% |
| Participant deferral / active EE | $4,770 | $6,844-30.3% | $6,293-24.2% | $6,407-25.6% |
| Admin fee / account holder | $3,188 | $10,397-69.3% | $9,717-67.2% | $12,270-74.0% |