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 | $314,921 | $228,332+37.9% | $185,823+69.5% | $158,922+98.2% |
| Participation rate | 55.6% | 82.3%-26.7pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 19.19% | 40.80%-21.6pp | 35.95%-16.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,787 | $4,967-64.0% | $4,087-56.3% | $4,761-62.5% |
| Participant deferral / active EE | $7,906 | $6,415+23.3% | $5,632+40.4% | $5,982+32.2% |
| Admin fee / account holder | $1,872 | $11,864-84.2% | $9,500-80.3% | $11,246-83.4% |