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 | $262,573 | $157,256+67.0% | $141,162+86.0% | $152,861+71.8% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.4%-38.0pp |
| Annual return | 24.84% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,364 | $5,261-55.1% | $4,735-50.1% | $4,762-50.4% |
| Participant deferral / active EE | $5,106 | $7,109-28.2% | $6,709-23.9% | $5,850-12.7% |
| Admin fee / account holder | $18,473 | $12,120+52.4% | $10,261+80.0% | $11,596+59.3% |