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 9-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 | $252,154 | $183,519+37.4% | $155,509+62.1% | $145,922+72.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 20.20% | 61.17%-41.0pp | 64.67%-44.5pp | 561.29%-541.1pp |
| Employer contribution / active EE | $3,206 | $5,313-39.7% | $4,672-31.4% | $4,660-31.2% |
| Participant deferral / active EE | $15,194 | $6,462+135.1% | $5,626+170.1% | $6,688+127.2% |
| Admin fee / account holder | $6,407 | $19,313-66.8% | $15,912-59.7% | $13,397-52.2% |