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 | $288,934 | $148,534+94.5% | $135,903+112.6% | $139,434+107.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 17.78% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,728 | $5,243-9.8% | $4,856-2.6% | $4,751-0.5% |
| Participant deferral / active EE | $13,569 | $8,100+67.5% | $7,758+74.9% | $6,710+102.2% |
| Admin fee / account holder | $4,105 | $12,400-66.9% | $10,762-61.9% | $11,403-64.0% |