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 4-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 | $402,517 | $175,202+129.7% | $149,673+168.9% | $139,434+188.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 24.87% | 166.71%-141.8pp | 134.42%-109.5pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,217 | $5,474-77.8% | $4,818-74.7% | $4,751-74.4% |
| Participant deferral / active EE | $3,980 | $6,519-38.9% | $5,680-29.9% | $6,710-40.7% |
| Admin fee / account holder | $4,482 | $16,150-72.2% | $13,210-66.1% | $11,403-60.7% |