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 | $285,588 | $217,402+31.4% | $185,823+53.7% | $167,490+70.5% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 11.90% | 148.36%-136.5pp | 122.05%-110.1pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,563 | $5,873-73.4% | $5,167-69.8% | $4,837-67.7% |
| Participant deferral / active EE | $4,040 | $6,356-36.4% | $5,568-27.4% | $6,341-36.3% |
| Admin fee / account holder | $12,050 | $19,811-39.2% | $16,237-25.8% | $12,309-2.1% |