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 | $314,412 | $148,534+111.7% | $135,903+131.4% | $139,434+125.5% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 27.32% | 79.19%-51.9pp | 68.23%-40.9pp | 372.94%-345.6pp |
| Employer contribution / active EE | $1,279 | $5,243-75.6% | $4,856-73.7% | $4,751-73.1% |
| Participant deferral / active EE | $4,961 | $8,100-38.8% | $7,758-36.1% | $6,710-26.1% |
| Admin fee / account holder | $2,384 | $12,400-80.8% | $10,762-77.9% | $11,403-79.1% |