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 | $309,564 | $175,202+76.7% | $149,673+106.8% | $139,434+122.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 30.04% | 166.71%-136.7pp | 134.42%-104.4pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,539 | $5,474-71.9% | $4,818-68.1% | $4,751-67.6% |
| Participant deferral / active EE | $3,785 | $6,519-41.9% | $5,680-33.4% | $6,710-43.6% |
| Admin fee / account holder | $2,655 | $16,150-83.6% | $13,210-79.9% | $11,403-76.7% |