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 | $428,817 | $209,336+104.8% | $197,124+117.5% | $137,256+212.4% |
| Participation rate | 69.2% | 87.3%-18.1pp | 86.7%-17.5pp | 80.0%-10.7pp |
| Annual return | 15.70% | 48.09%-32.4pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $7,949 | $6,591+20.6% | $6,227+27.6% | $4,156+91.3% |
| Participant deferral / active EE | $13,323 | $9,614+38.6% | $9,135+45.9% | $6,407+108.0% |
| Admin fee / account holder | $22,915 | $17,308+32.4% | $16,298+40.6% | $12,270+86.8% |