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 | $265,583 | $165,335+60.6% | $149,696+77.4% | $158,922+67.1% |
| Participation rate | 58.8% | 84.6%-25.7pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 22.41% | 348.15%-325.7pp | 276.60%-254.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,756 | $5,103-46.0% | $4,644-40.7% | $4,761-42.1% |
| Participant deferral / active EE | $10,466 | $7,181+45.7% | $6,842+53.0% | $5,982+75.0% |
| Admin fee / account holder | $12,091 | $10,807+11.9% | $9,309+29.9% | $11,246+7.5% |