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 8-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 | $286,927 | $140,940+103.6% | $112,229+155.7% | $139,434+105.8% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 20.31% | 32.71%-12.4pp | 30.20%-9.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,636 | $4,283+8.2% | $3,430+35.1% | $4,751-2.4% |
| Participant deferral / active EE | $11,250 | $5,874+91.5% | $4,798+134.5% | $6,710+67.7% |
| Admin fee / account holder | $1,386 | $9,954-86.1% | $7,748-82.1% | $11,403-87.8% |