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 3-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 | $291,988 | $111,814+161.1% | $93,654+211.8% | $145,959+100.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 11.77% | 203.30%-191.5pp | 133.34%-121.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,967 | $3,092-4.0% | $2,421+22.5% | $4,661-36.3% |
| Participant deferral / active EE | $10,167 | $4,914+106.9% | $4,413+130.4% | $6,689+52.0% |
| Admin fee / account holder | $1,213 | $10,246-88.2% | $8,282-85.4% | $13,398-90.9% |