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 | $262,115 | $176,812+48.2% | $146,665+78.7% | $167,490+56.5% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 78.44% | 24.03%+54.4pp | 22.74%+55.7pp | 478.56%-400.1pp |
| Employer contribution / active EE | $2,770 | $5,160-46.3% | $4,136-33.0% | $4,837-42.7% |
| Participant deferral / active EE | $7,750 | $6,440+20.3% | $5,506+40.8% | $6,341+22.2% |
| Admin fee / account holder | $1,408 | $13,259-89.4% | $10,280-86.3% | $12,309-88.6% |