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 | $280,754 | $185,822+51.1% | $169,993+65.2% | $139,434+101.4% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 28.68% | 60.50%-31.8pp | 53.37%-24.7pp | 372.94%-344.3pp |
| Employer contribution / active EE | $1,771 | $7,590-76.7% | $6,785-73.9% | $4,751-62.7% |
| Participant deferral / active EE | $10,264 | $11,622-11.7% | $10,408-1.4% | $6,710+53.0% |
| Admin fee / account holder | $2,373 | $15,381-84.6% | $12,815-81.5% | $11,403-79.2% |