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 | $799,938 | $110,257+625.5% | $96,544+728.6% | $139,434+473.7% |
| Participation rate | 55.6% | 78.1%-22.5pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | 40.38% | 26.32%+14.1pp | 25.84%+14.5pp | 372.94%-332.6pp |
| Employer contribution / active EE | $1,241 | $3,620-65.7% | $2,965-58.1% | $4,751-73.9% |
| Participant deferral / active EE | $10,186 | $5,548+83.6% | $4,851+110.0% | $6,710+51.8% |
| Admin fee / account holder | $13,593 | $11,591+17.3% | $8,252+64.7% | $11,403+19.2% |