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 | $286,385 | $133,922+113.8% | $116,228+146.4% | $142,382+101.1% |
| Participation rate | 53.3% | 77.9%-24.5pp | 74.6%-21.2pp | 80.1%-26.8pp |
| Annual return | 14.47% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,507 | $3,446-27.2% | $2,994-16.3% | $4,299-41.7% |
| Participant deferral / active EE | $6,606 | $5,672+16.5% | $4,953+33.4% | $6,507+1.5% |
| Admin fee / account holder | $24,853 | $14,945+66.3% | $11,989+107.3% | $12,624+96.9% |