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 | $387,855 | $99,652+289.2% | $78,778+392.3% | $147,584+162.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 16.92% | 47.28%-30.4pp | 35.62%-18.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,219 | $2,796-20.6% | $1,986+11.8% | $4,876-54.5% |
| Participant deferral / active EE | $6,542 | $3,664+78.6% | $2,958+121.1% | $5,439+20.3% |
| Admin fee / account holder | $5,170 | $7,155-27.7% | $5,134+0.7% | $10,885-52.5% |