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 8-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 | $353,786 | $209,411+68.9% | $178,490+98.2% | $158,922+122.6% |
| Participation rate | 58.3% | 86.3%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 11.22% | 188.75%-177.5pp | 151.07%-139.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $3,318 | $5,706-41.9% | $5,011-33.8% | $4,761-30.3% |
| Participant deferral / active EE | $7,947 | $5,954+33.5% | $5,202+52.8% | $5,982+32.8% |
| Admin fee / account holder | $4,218 | $17,074-75.3% | $13,984-69.8% | $11,246-62.5% |