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 | $375,165 | $178,174+110.6% | $156,181+140.2% | $137,256+173.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 10.33% | 84.19%-73.9pp | 64.87%-54.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,387 | $4,972-72.1% | $4,294-67.7% | $4,156-66.6% |
| Participant deferral / active EE | $6,585 | $6,888-4.4% | $6,132+7.4% | $6,407+2.8% |
| Admin fee / account holder | $3,894 | $17,404-77.6% | $14,586-73.3% | $12,270-68.3% |