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 6-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 | $299,837 | $177,572+68.9% | $154,803+93.7% | $142,382+110.6% |
| Participation rate | 14.3% | 82.1%-67.8pp | 78.1%-63.8pp | 80.1%-65.8pp |
| Annual return | 19.72% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $903 | $4,810-81.2% | $4,305-79.0% | $4,299-79.0% |
| Participant deferral / active EE | $3,214 | $6,272-48.7% | $5,540-42.0% | $6,507-50.6% |
| Admin fee / account holder | $1,240 | $16,786-92.6% | $14,329-91.3% | $12,624-90.2% |