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 | $412,069 | $209,336+96.8% | $197,124+109.0% | $137,256+200.2% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 11.91% | 48.09%-36.2pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $5,675 | $6,591-13.9% | $6,227-8.9% | $4,156+36.5% |
| Participant deferral / active EE | $15,570 | $9,614+61.9% | $9,135+70.4% | $6,407+143.0% |
| Admin fee / account holder | $1,219 | $17,308-93.0% | $16,298-92.5% | $12,270-90.1% |