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 4-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 | $373,753 | $127,065+194.1% | $113,168+230.3% | $142,382+162.5% |
| Participation rate | 61.1% | 79.2%-18.1pp | 76.6%-15.5pp | 80.1%-19.0pp |
| Annual return | 19.46% | 24.03%-4.6pp | 24.27%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,441 | $3,4420% | $2,975+15.7% | $4,299-20.0% |
| Participant deferral / active EE | $6,680 | $5,716+16.9% | $5,107+30.8% | $6,507+2.7% |
| Admin fee / account holder | $789 | $15,736-95.0% | $12,068-93.5% | $12,624-93.8% |