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 | $257,927 | $201,272+28.1% | $184,203+40.0% | $145,922+76.8% |
| Participation rate | 68.4% | 87.5%-19.1pp | 86.8%-18.4pp | 80.3%-11.9pp |
| Annual return | 13.83% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,531 | $7,022-49.7% | $6,427-45.1% | $4,660-24.2% |
| Participant deferral / active EE | $6,940 | $9,806-29.2% | $9,131-24.0% | $6,688+3.8% |
| Admin fee / account holder | $19,751 | $16,364+20.7% | $13,901+42.1% | $13,397+47.4% |