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 7-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 | $271,824 | $81,208+234.7% | $98,907+174.8% | $79,858+240.4% |
| Participation rate | 66.0% | 72.5%-6.5pp | 76.0%-10.1pp | 69.6%-3.7pp |
| Annual return | 16.46% | 60.99%-44.5pp | 196.43%-180.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,473 | $1,960+26.2% | $2,689-8.0% | $2,471+0.1% |
| Participant deferral / active EE | $8,038 | $3,265+146.2% | $4,244+89.4% | $3,740+114.9% |
| Admin fee / account holder | $17,289 | $6,013+187.5% | $6,642+160.3% | $5,306+225.8% |