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 | $392,352 | $165,335+137.3% | $149,696+162.1% | $158,922+146.9% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 9.22% | 348.15%-338.9pp | 276.60%-267.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,731 | $5,103-66.1% | $4,644-62.7% | $4,761-63.6% |
| Participant deferral / active EE | $4,503 | $7,181-37.3% | $6,842-34.2% | $5,982-24.7% |
| Admin fee / account holder | $3,444 | $10,807-68.1% | $9,309-63.0% | $11,246-69.4% |