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 6-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 | $354,602 | $111,535+217.9% | $105,223+237.0% | $137,256+158.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 20.20% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,790 | $3,939-54.6% | $3,689-51.5% | $4,156-56.9% |
| Participant deferral / active EE | $7,833 | $5,500+42.4% | $5,072+54.5% | $6,407+22.3% |
| Admin fee / account holder | $22,276 | $9,721+129.1% | $8,859+151.5% | $12,270+81.5% |