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 | $273,038 | $183,592+48.7% | $155,567+75.5% | $145,959+87.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 16.39% | 61.24%-44.8pp | 64.74%-48.3pp | 561.95%-545.6pp |
| Employer contribution / active EE | $6,872 | $5,315+29.3% | $4,674+47.0% | $4,661+47.5% |
| Participant deferral / active EE | $2,556 | $6,464-60.5% | $5,628-54.6% | $6,689-61.8% |
| Admin fee / account holder | $2,292 | $19,318-88.1% | $15,916-85.6% | $13,398-82.9% |