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 | $285,531 | $107,334+166.0% | $92,893+207.4% | $152,861+86.8% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 18.83% | 145.58%-126.8pp | 109.41%-90.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,145 | $4,221-49.2% | $3,653-41.3% | $4,762-55.0% |
| Participant deferral / active EE | $9,911 | $4,845+104.6% | $4,236+134.0% | $5,850+69.4% |
| Admin fee / account holder | $51,489 | $7,079+627.3% | $5,794+788.7% | $11,596+344.0% |