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 6-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 | $345,568 | $105,931+226.2% | $81,930+321.8% | $158,922+117.4% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 15.99% | 38.17%-22.2pp | 29.49%-13.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $6,887 | $7,800-11.7% | $4,310+59.8% | $4,761+44.7% |
| Participant deferral / active EE | $5,791 | $13,003-55.5% | $7,107-18.5% | $5,982-3.2% |
| Admin fee / account holder | $11,218 | $8,489+32.1% | $5,158+117.5% | $11,246-0.3% |