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 9-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 | $272,743 | $109,881+148.2% | $150,045+81.8% | $84,808+221.6% |
| Participation rate | 65.2% | 76.1%-10.9pp | 82.3%-17.1pp | 68.3%-3.1pp |
| Annual return | 14.96% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,879 | $3,561+8.9% | $4,693-17.3% | $2,631+47.4% |
| Participant deferral / active EE | $9,185 | $6,636+38.4% | $7,997+14.9% | $4,212+118.1% |
| Admin fee / account holder | $10,382 | $8,568+21.2% | $13,435-22.7% | $7,344+41.4% |