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 | $389,127 | $177,572+119.1% | $154,803+151.4% | $142,382+173.3% |
| Participation rate | 64.7% | 82.1%-17.3pp | 78.1%-13.4pp | 80.1%-15.4pp |
| Annual return | 14.01% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,839 | $4,810-61.8% | $4,305-57.3% | $4,299-57.2% |
| Participant deferral / active EE | $3,601 | $6,272-42.6% | $5,540-35.0% | $6,507-44.7% |
| Admin fee / account holder | $1,607 | $16,786-90.4% | $14,329-88.8% | $12,624-87.3% |