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 8-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 | $351,549 | $150,187+134.1% | $120,354+192.1% | $145,922+140.9% |
| Participation rate | 44.4% | 78.8%-34.3pp | 71.9%-27.5pp | 80.3%-35.8pp |
| Annual return | 18.29% | 154.07%-135.8pp | 107.15%-88.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,894 | $4,348-33.4% | $3,463-16.4% | $4,660-37.9% |
| Participant deferral / active EE | $6,222 | $6,173+0.8% | $4,991+24.7% | $6,688-7.0% |
| Admin fee / account holder | $1,032 | $12,207-91.5% | $9,423-89.1% | $13,397-92.3% |