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 | $284,359 | $183,519+54.9% | $155,509+82.9% | $145,922+94.9% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.5pp | 80.3%-16.6pp |
| Annual return | 11.62% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,122 | $5,313+15.2% | $4,672+31.0% | $4,660+31.4% |
| Participant deferral / active EE | $11,601 | $6,462+79.5% | $5,626+106.2% | $6,688+73.5% |
| Admin fee / account holder | $2,521 | $19,313-86.9% | $15,912-84.2% | $13,397-81.2% |