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 | $773,894 | $163,101+374.5% | $136,749+465.9% | $142,382+443.5% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 13.70% | 27.54%-13.8pp | 24.33%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $20,061 | $4,117+387.3% | $3,400+490.1% | $4,299+366.6% |
| Participant deferral / active EE | $7,833 | $5,585+40.3% | $4,692+66.9% | $6,507+20.4% |
| Admin fee / account holder | $7,706 | $14,318-46.2% | $11,386-32.3% | $12,624-39.0% |