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 9-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 | $887,940 | $163,101+444.4% | $136,749+549.3% | $142,382+523.6% |
| Participation rate | 60.0% | 78.2%-18.2pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 11.23% | 27.54%-16.3pp | 24.33%-13.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $22,930 | $4,117+457.0% | $3,400+574.5% | $4,299+433.4% |
| Participant deferral / active EE | $14,390 | $5,585+157.7% | $4,692+206.7% | $6,507+121.1% |
| Admin fee / account holder | $9,192 | $14,318-35.8% | $11,386-19.3% | $12,624-27.2% |