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 | $258,269 | $165,912+55.7% | $122,332+111.1% | $147,584+75.0% |
| Participation rate | 42.9% | 79.6%-36.7pp | 71.6%-28.8pp | 82.8%-40.0pp |
| Annual return | 18.82% | 34.55%-15.7pp | 30.27%-11.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,193 | $5,754-44.5% | $4,050-21.2% | $4,876-34.5% |
| Participant deferral / active EE | $5,743 | $4,005+43.4% | $3,287+74.7% | $5,439+5.6% |
| Admin fee / account holder | $20,910 | $7,424+181.7% | $5,478+281.7% | $10,885+92.1% |