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 10-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 | $269,204 | $201,259+33.8% | $184,200+46.1% | $145,959+84.4% |
| Participation rate | 58.8% | 87.5%-28.7pp | 86.8%-28.0pp | 80.3%-21.5pp |
| Annual return | 10.19% | 28.98%-18.8pp | 28.80%-18.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,012 | $7,018-57.1% | $6,424-53.1% | $4,661-35.4% |
| Participant deferral / active EE | $6,777 | $9,806-30.9% | $9,132-25.8% | $6,689+1.3% |
| Admin fee / account holder | $3,030 | $16,372-81.5% | $13,907-78.2% | $13,398-77.4% |