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 | $255,669 | $91,552+179.3% | $133,956+90.9% | $79,858+220.2% |
| Participation rate | 59.3% | 73.3%-14.1pp | 79.8%-20.6pp | 69.6%-10.4pp |
| Annual return | 18.68% | 61.85%-43.2pp | 45.09%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $689 | $2,384-71.1% | $3,919-82.4% | $2,471-72.1% |
| Participant deferral / active EE | $9,117 | $3,733+144.2% | $5,048+80.6% | $3,740+143.8% |
| Admin fee / account holder | $11,036 | $6,321+74.6% | $8,927+23.6% | $5,306+108.0% |