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 | $690,054 | $209,411+229.5% | $178,490+286.6% | $158,922+334.2% |
| Participation rate | 9.1% | 86.3%-77.3pp | 81.9%-72.8pp | 82.0%-72.9pp |
| Annual return | 8.38% | 188.75%-180.4pp | 151.07%-142.7pp | 302.83%-294.4pp |
| Employer contribution / active EE | $3,074 | $5,706-46.1% | $5,011-38.6% | $4,761-35.4% |
| Participant deferral / active EE | $2,364 | $5,954-60.3% | $5,202-54.6% | $5,982-60.5% |
| Admin fee / account holder | $6,230 | $17,074-63.5% | $13,984-55.4% | $11,246-44.6% |