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 | $277,407 | $180,749+53.5% | $160,784+72.5% | $137,256+102.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.11% | 2234.46%-2219.4pp | 1803.92%-1788.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,712 | $4,155-58.8% | $3,733-54.1% | $4,156-58.8% |
| Participant deferral / active EE | $17,375 | $6,844+153.9% | $6,293+176.1% | $6,407+171.2% |
| Admin fee / account holder | $4,857 | $10,397-53.3% | $9,717-50.0% | $12,270-60.4% |