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 | $265,388 | $183,592+44.6% | $155,567+70.6% | $145,959+81.8% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 12.89% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.1pp |
| Employer contribution / active EE | $2,381 | $5,315-55.2% | $4,674-49.1% | $4,661-48.9% |
| Participant deferral / active EE | $9,938 | $6,464+53.7% | $5,628+76.6% | $6,689+48.6% |
| Admin fee / account holder | $11,550 | $19,318-40.2% | $15,916-27.4% | $13,398-13.8% |