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 | $551,133 | $209,411+163.2% | $178,490+208.8% | $158,922+246.8% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 11.05% | 188.75%-177.7pp | 151.07%-140.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $8,473 | $5,706+48.5% | $5,011+69.1% | $4,761+78.0% |
| Participant deferral / active EE | $14,249 | $5,954+139.3% | $5,202+173.9% | $5,982+138.2% |
| Admin fee / account holder | $713 | $17,074-95.8% | $13,984-94.9% | $11,246-93.7% |