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 | $307,626 | $177,572+73.2% | $154,803+98.7% | $142,382+116.1% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.1%-13.1pp | 80.1%-15.1pp |
| Annual return | 11.73% | 65.07%-53.3pp | 58.88%-47.2pp | 217.08%-205.3pp |
| Employer contribution / active EE | $5,966 | $4,810+24.0% | $4,305+38.6% | $4,299+38.8% |
| Participant deferral / active EE | $5,360 | $6,272-14.5% | $5,540-3.3% | $6,507-17.6% |
| Admin fee / account holder | $1,508 | $16,786-91.0% | $14,329-89.5% | $12,624-88.1% |