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 6-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 | $494,285 | $111,814+342.1% | $103,374+378.2% | $145,959+238.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 16.85% | 24.77%-7.9pp | 24.89%-8.0pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,225 | $4,214-70.9% | $3,869-68.3% | $4,661-73.7% |
| Participant deferral / active EE | $7,625 | $5,618+35.7% | $5,058+50.8% | $6,689+14.0% |
| Admin fee / account holder | $19,207 | $9,754+96.9% | $8,394+128.8% | $13,398+43.4% |