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 | $529,081 | $217,402+143.4% | $185,823+184.7% | $167,490+215.9% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 23.41% | 148.36%-125.0pp | 122.05%-98.6pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,491 | $5,873-74.6% | $5,167-71.1% | $4,837-69.2% |
| Participant deferral / active EE | $5,371 | $6,356-15.5% | $5,568-3.5% | $6,341-15.3% |
| Admin fee / account holder | $3,256 | $19,811-83.6% | $16,237-79.9% | $12,309-73.5% |