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 9-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 | $274,419 | $123,909+121.5% | $69,647+294.0% | $145,922+88.1% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.5%-16.5pp | 80.3%-30.3pp |
| Annual return | 12.35% | 190.55%-178.2pp | 100.48%-88.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,787 | $2,682+3.9% | $1,712+62.8% | $4,660-40.2% |
| Participant deferral / active EE | $11,855 | $4,236+179.9% | $2,886+310.8% | $6,688+77.3% |
| Admin fee / account holder | $6,070 | $7,863-22.8% | $4,713+28.8% | $13,397-54.7% |