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 | $340,791 | $232,540+46.6% | $185,117+84.1% | $147,584+130.9% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 23.27% | 43.03%-19.8pp | 40.50%-17.2pp | 578.55%-555.3pp |
| Employer contribution / active EE | $9,425 | $5,195+81.4% | $4,182+125.4% | $4,876+93.3% |
| Participant deferral / active EE | $4,800 | $5,834-17.7% | $5,045-4.9% | $5,439-11.7% |
| Admin fee / account holder | $902 | $10,275-91.2% | $8,159-88.9% | $10,885-91.7% |