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 | $331,792 | $179,726+84.6% | $156,263+112.3% | $142,382+133.0% |
| Participation rate | 60.9% | 82.1%-21.2pp | 78.9%-18.0pp | 80.1%-19.3pp |
| Annual return | 16.61% | 77.86%-61.2pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,041 | $5,069-40.0% | $4,333-29.8% | $4,299-29.3% |
| Participant deferral / active EE | $8,851 | $6,956+27.2% | $6,158+43.7% | $6,507+36.0% |
| Admin fee / account holder | $2,054 | $17,272-88.1% | $14,255-85.6% | $12,624-83.7% |