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 | $250,739 | $176,056+42.4% | $159,436+57.3% | $167,490+49.7% |
| Participation rate | 45.5% | 84.9%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 16.67% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,269 | $5,297-76.1% | $4,829-73.7% | $4,837-73.8% |
| Participant deferral / active EE | $3,042 | $7,750-60.7% | $7,352-58.6% | $6,341-52.0% |
| Admin fee / account holder | $543 | $12,554-95.7% | $10,799-95.0% | $12,309-95.6% |