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 5-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 | $365,373 | $114,381+219.4% | $107,525+239.8% | $142,382+156.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 18.02% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,673 | $4,015-33.4% | $3,754-28.8% | $4,299-37.8% |
| Participant deferral / active EE | $22,827 | $5,564+310.2% | $5,116+346.2% | $6,507+250.8% |
| Admin fee / account holder | $3,342 | $9,860-66.1% | $8,919-62.5% | $12,624-73.5% |