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 | $292,682 | $148,534+97.0% | $135,903+115.4% | $139,434+109.9% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 20.11% | 79.19%-59.1pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,121 | $5,243-40.5% | $4,856-35.7% | $4,751-34.3% |
| Participant deferral / active EE | $9,755 | $8,100+20.4% | $7,758+25.7% | $6,710+45.4% |
| Admin fee / account holder | $21,081 | $12,400+70.0% | $10,762+95.9% | $11,403+84.9% |