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 5-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 | $651,667 | $154,228+322.5% | $145,433+348.1% | $137,256+374.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 13.73% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,658 | $4,804-3.0% | $4,554+2.3% | $4,156+12.1% |
| Participant deferral / active EE | $10,840 | $8,216+31.9% | $7,897+37.3% | $6,407+69.2% |
| Admin fee / account holder | $10,400 | $14,344-27.5% | $13,129-20.8% | $12,270-15.2% |