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 | $326,769 | $177,572+84.0% | $154,803+111.1% | $142,382+129.5% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.1%-13.8pp | 80.1%-15.8pp |
| Annual return | 15.67% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,285 | $4,810-73.3% | $4,305-70.2% | $4,299-70.1% |
| Participant deferral / active EE | $7,590 | $6,272+21.0% | $5,540+37.0% | $6,507+16.6% |
| Admin fee / account holder | $7,476 | $16,786-55.5% | $14,329-47.8% | $12,624-40.8% |