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 | $364,074 | $99,877+264.5% | $84,966+328.5% | $145,922+149.5% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 16.03% | 83.76%-67.7pp | 66.38%-50.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,234 | $3,231-61.8% | $2,727-54.7% | $4,660-73.5% |
| Participant deferral / active EE | $7,560 | $5,291+42.9% | $4,519+67.3% | $6,688+13.0% |
| Admin fee / account holder | $69,093 | $7,248+853.3% | $6,149+1023.7% | $13,397+415.7% |