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 | $378,775 | $100,773+275.9% | $88,946+325.8% | $142,382+166.0% |
| Participation rate | 9.1% | 74.3%-65.2pp | 68.8%-59.8pp | 80.1%-71.0pp |
| Annual return | 16.10% | 70.18%-54.1pp | 57.82%-41.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $388 | $2,918-86.7% | $2,555-84.8% | $4,299-91.0% |
| Participant deferral / active EE | $2,773 | $5,230-47.0% | $4,581-39.5% | $6,507-57.4% |
| Admin fee / account holder | $6,365 | $9,693-34.3% | $8,261-23.0% | $12,624-49.6% |