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 9-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 | $253,290 | $157,256+61.1% | $141,162+79.4% | $152,861+65.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 25.75% | 64.32%-38.6pp | 71.39%-45.6pp | 345.32%-319.6pp |
| Employer contribution / active EE | $6,407 | $5,261+21.8% | $4,735+35.3% | $4,762+34.5% |
| Participant deferral / active EE | $8,040 | $7,109+13.1% | $6,709+19.8% | $5,850+37.4% |
| Admin fee / account holder | $1,686 | $12,120-86.1% | $10,261-83.6% | $11,596-85.5% |