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 3-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 | $286,450 | $95,266+200.7% | $82,389+247.7% | $142,382+101.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 21.57% | 25.74%-4.2pp | 28.67%-7.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $21,461 | $2,991+617.5% | $2,517+752.6% | $4,299+399.2% |
| Participant deferral / active EE | $11,636 | $4,809+142.0% | $4,155+180.1% | $6,507+78.8% |
| Admin fee / account holder | $1,707 | $8,563-80.1% | $7,231-76.4% | $12,624-86.5% |