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 | $425,109 | $214,378+98.3% | $200,582+111.9% | $142,382+198.6% |
| Participation rate | 54.5% | 87.4%-32.9pp | 86.9%-32.3pp | 80.1%-25.6pp |
| Annual return | 24.27% | 46.41%-22.1pp | 42.33%-18.1pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,865 | $6,841-58.1% | $6,419-55.4% | $4,299-33.3% |
| Participant deferral / active EE | $7,990 | $9,865-19.0% | $9,331-14.4% | $6,507+22.8% |
| Admin fee / account holder | $14,855 | $17,692-16.0% | $16,305-8.9% | $12,624+17.7% |