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 8-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 | $410,079 | $103,376+296.7% | $87,100+370.8% | $152,861+168.3% |
| Participation rate | 36.8% | 79.3%-42.5pp | 76.9%-40.0pp | 82.4%-45.6pp |
| Annual return | 26.74% | 28.10%-1.4pp | 28.19%-1.4pp | 345.32%-318.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,762 | $4,778+20.6% | $4,049+42.3% | $5,850-1.5% |
| Admin fee / account holder | $6,208 | $12,205-49.1% | $7,497-17.2% | $11,596-46.5% |