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 | $562,720 | $100,773+458.4% | $88,946+532.7% | $142,382+295.2% |
| Participation rate | 18.2% | 74.3%-56.1pp | 68.8%-50.7pp | 80.1%-61.9pp |
| Annual return | 13.31% | 70.18%-56.9pp | 57.82%-44.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,441 | $2,918+17.9% | $2,555+34.7% | $4,299-20.0% |
| Participant deferral / active EE | $3,709 | $5,230-29.1% | $4,581-19.0% | $6,507-43.0% |
| Admin fee / account holder | $14,989 | $9,693+54.6% | $8,261+81.4% | $12,624+18.7% |