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 | $391,479 | $72,071+443.2% | $68,368+472.6% | $137,256+185.2% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 14.23% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $987 | $2,788-64.6% | $2,649-62.7% | $4,156-76.3% |
| Participant deferral / active EE | $8,857 | $4,410+100.8% | $4,123+114.8% | $6,407+38.2% |
| Admin fee / account holder | $4,208 | $5,336-21.1% | $5,150-18.3% | $12,270-65.7% |