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 | $284,167 | $175,202+62.2% | $149,673+89.9% | $139,434+103.8% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 24.26% | 166.71%-142.5pp | 134.42%-110.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,122 | $5,474-61.2% | $4,818-56.0% | $4,751-55.3% |
| Participant deferral / active EE | $4,753 | $6,519-27.1% | $5,680-16.3% | $6,710-29.2% |
| Admin fee / account holder | $2,939 | $16,150-81.8% | $13,210-77.7% | $11,403-74.2% |