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 6-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 | $317,474 | $156,846+102.4% | $121,098+162.2% | $139,434+127.7% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 13.62% | 1474.56%-1460.9pp | 985.75%-972.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,125 | $5,536-79.7% | $4,164-73.0% | $4,751-76.3% |
| Participant deferral / active EE | $5,625 | $4,844+16.1% | $4,080+37.9% | $6,710-16.2% |
| Admin fee / account holder | $2,009 | $6,946-71.1% | $5,644-64.4% | $11,403-82.4% |