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 | $298,006 | $133,922+122.5% | $116,228+156.4% | $142,382+109.3% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.6%-49.6pp | 80.1%-55.1pp |
| Annual return | 19.08% | 147.76%-128.7pp | 90.06%-71.0pp | 217.08%-198.0pp |
| Employer contribution / active EE | $887 | $3,446-74.2% | $2,994-70.4% | $4,299-79.4% |
| Participant deferral / active EE | $3,327 | $5,672-41.3% | $4,953-32.8% | $6,507-48.9% |
| Admin fee / account holder | $12,364 | $14,945-17.3% | $11,989+3.1% | $12,624-2.1% |