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 | $555,645 | $154,228+260.3% | $145,433+282.1% | $137,256+304.8% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 13.22% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,467 | $4,804-27.8% | $4,554-23.9% | $4,156-16.6% |
| Participant deferral / active EE | $5,833 | $8,216-29.0% | $7,897-26.1% | $6,407-9.0% |
| Admin fee / account holder | $6,946 | $14,344-51.6% | $13,129-47.1% | $12,270-43.4% |