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 | $364,332 | $172,111+111.7% | $150,298+142.4% | $137,256+165.4% |
| Participation rate | 31.3% | 81.7%-50.5pp | 77.8%-46.5pp | 80.0%-48.7pp |
| Annual return | 14.88% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,253 | $4,636-73.0% | $4,154-69.8% | $4,156-69.9% |
| Participant deferral / active EE | $3,855 | $6,166-37.5% | $5,453-29.3% | $6,407-39.8% |
| Admin fee / account holder | $32,552 | $16,471+97.6% | $14,116+130.6% | $12,270+165.3% |