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 | $312,359 | $209,411+49.2% | $178,490+75.0% | $158,922+96.5% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 12.42% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,952 | $5,706-65.8% | $5,011-61.1% | $4,761-59.0% |
| Participant deferral / active EE | $6,653 | $5,954+11.7% | $5,202+27.9% | $5,982+11.2% |
| Admin fee / account holder | $859 | $17,074-95.0% | $13,984-93.9% | $11,246-92.4% |