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 5-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 | $649,416 | $209,336+210.2% | $197,124+229.4% | $137,256+373.1% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 15.61% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $5,234 | $6,591-20.6% | $6,227-16.0% | $4,156+25.9% |
| Participant deferral / active EE | $7,417 | $9,614-22.9% | $9,135-18.8% | $6,407+15.8% |
| Admin fee / account holder | $119,583 | $17,308+590.9% | $16,298+633.7% | $12,270+874.6% |