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 8-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 | $277,056 | $176,056+57.4% | $159,436+73.8% | $167,490+65.4% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 43.93% | 331.75%-287.8pp | 263.57%-219.6pp | 478.56%-434.6pp |
| Employer contribution / active EE | $1,670 | $5,297-68.5% | $4,829-65.4% | $4,837-65.5% |
| Participant deferral / active EE | $5,098 | $7,750-34.2% | $7,352-30.7% | $6,341-19.6% |
| Admin fee / account holder | $1,025 | $12,554-91.8% | $10,799-90.5% | $12,309-91.7% |