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 | $272,920 | $148,534+83.7% | $135,903+100.8% | $139,434+95.7% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.0pp |
| Annual return | 18.80% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,085 | $5,243-41.2% | $4,856-36.5% | $4,751-35.1% |
| Participant deferral / active EE | $8,127 | $8,100+0.3% | $7,758+4.8% | $6,710+21.1% |
| Admin fee / account holder | $94,099 | $12,400+658.9% | $10,762+774.4% | $11,403+725.3% |