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 9-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 | $267,902 | $217,402+23.2% | $185,823+44.2% | $167,490+60.0% |
| Participation rate | 56.3% | 86.0%-29.8pp | 81.7%-25.5pp | 82.1%-25.9pp |
| Annual return | 13.76% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,160 | $5,873-63.2% | $5,167-58.2% | $4,837-55.4% |
| Participant deferral / active EE | $6,846 | $6,356+7.7% | $5,568+23.0% | $6,341+8.0% |
| Admin fee / account holder | $7,618 | $19,811-61.5% | $16,237-53.1% | $12,309-38.1% |