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 | $415,982 | $107,334+287.6% | $92,893+347.8% | $152,861+172.1% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.4%-37.0pp |
| Annual return | 22.04% | 145.58%-123.5pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,438 | $4,221-42.2% | $3,653-33.3% | $4,762-48.8% |
| Participant deferral / active EE | $7,063 | $4,845+45.8% | $4,236+66.7% | $5,850+20.7% |
| Admin fee / account holder | $6,882 | $7,079-2.8% | $5,794+18.8% | $11,596-40.7% |