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 3-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 | $324,015 | $172,111+88.3% | $150,298+115.6% | $137,256+136.1% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 52.85% | 69.37%-16.5pp | 62.79%-9.9pp | 220.34%-167.5pp |
| Employer contribution / active EE | $1,841 | $4,636-60.3% | $4,154-55.7% | $4,156-55.7% |
| Participant deferral / active EE | $6,811 | $6,166+10.5% | $5,453+24.9% | $6,407+6.3% |
| Admin fee / account holder | $1,281 | $16,471-92.2% | $14,116-90.9% | $12,270-89.6% |