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 8-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 | $385,990 | $158,817+143.0% | $121,196+218.5% | $135,375+185.1% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.7%-11.7pp | 82.6%-22.6pp |
| Annual return | 5.12% | -0.64%+5.8pp | 16.93%-11.8pp | 519.73%-514.6pp |
| Employer contribution / active EE | $2,566 | $5,665-54.7% | $4,022-36.2% | $4,779-46.3% |
| Participant deferral / active EE | $8,298 | $4,005+107.2% | $3,344+148.1% | $5,609+48.0% |
| Admin fee / account holder | $62,554 | $6,512+860.5% | $5,019+1146.3% | $10,827+477.8% |