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 | $259,394 | $124,185+108.9% | $108,410+139.3% | $167,490+54.9% |
| Participation rate | 58.3% | 82.3%-23.9pp | 80.1%-21.8pp | 82.1%-23.8pp |
| Annual return | 11.84% | 1379.64%-1367.8pp | 905.27%-893.4pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,201 | $4,187-47.4% | $3,558-38.2% | $4,837-54.5% |
| Participant deferral / active EE | $6,040 | $6,908-12.6% | $6,563-8.0% | $6,341-4.8% |
| Admin fee / account holder | $3,699 | $9,455-60.9% | $7,295-49.3% | $12,309-69.9% |