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 | $333,528 | $177,572+87.8% | $154,803+115.5% | $142,382+134.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 14.23% | 65.07%-50.8pp | 58.88%-44.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,130 | $4,810-34.9% | $4,305-27.3% | $4,299-27.2% |
| Participant deferral / active EE | $5,483 | $6,272-12.6% | $5,540-1.0% | $6,507-15.7% |
| Admin fee / account holder | $4,383 | $16,786-73.9% | $14,329-69.4% | $12,624-65.3% |