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 7-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 | $402,549 | $154,228+161.0% | $145,433+176.8% | $137,256+193.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 12.53% | 74.59%-62.1pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,743 | $4,804-63.7% | $4,554-61.7% | $4,156-58.1% |
| Participant deferral / active EE | $3,962 | $8,216-51.8% | $7,897-49.8% | $6,407-38.2% |
| Admin fee / account holder | $36,021 | $14,344+151.1% | $13,129+174.4% | $12,270+193.6% |