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 | $310,883 | $106,515+191.9% | $96,683+221.5% | $139,434+123.0% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 18.00% | 38.43%-20.4pp | 35.69%-17.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $27,512 | $4,103+570.6% | $3,737+636.3% | $4,751+479.1% |
| Participant deferral / active EE | $17,105 | $5,454+213.6% | $4,878+250.6% | $6,710+154.9% |
| Admin fee / account holder | $7,701 | $7,877-2.2% | $6,730+14.4% | $11,403-32.5% |