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 | $132,634+124.7% | $115,768+157.4% | $137,256+117.1% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.4%-49.4pp | 80.0%-55.0pp |
| Annual return | 19.08% | 160.70%-141.6pp | 100.46%-81.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $887 | $3,360-73.6% | $2,940-69.8% | $4,156-78.7% |
| Participant deferral / active EE | $3,327 | $5,619-40.8% | $4,917-32.3% | $6,407-48.1% |
| Admin fee / account holder | $12,364 | $15,028-17.7% | $12,439-0.6% | $12,270+0.8% |