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 8-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 | $273,478 | $112,096+144.0% | $95,952+185.0% | $158,922+72.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 7.18% | 171.09%-163.9pp | 91.61%-84.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,405 | $3,198-56.1% | $2,541-44.7% | $4,761-70.5% |
| Participant deferral / active EE | $7,260 | $4,784+51.7% | $4,167+74.2% | $5,982+21.4% |
| Admin fee / account holder | $1,753 | $10,130-82.7% | $6,795-74.2% | $11,246-84.4% |