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 | $260,967 | $152,587+71.0% | $125,175+108.5% | $152,861+70.7% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.4%-38.0pp |
| Annual return | 23.45% | 54.84%-31.4pp | 43.79%-20.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,125 | $4,946-57.0% | $3,865-45.0% | $4,762-55.4% |
| Participant deferral / active EE | $4,407 | $5,868-24.9% | $4,937-10.7% | $5,850-24.7% |
| Admin fee / account holder | $359 | $13,434-97.3% | $9,702-96.3% | $11,596-96.9% |