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 | $291,953 | $209,411+39.4% | $178,490+63.6% | $158,922+83.7% |
| Participation rate | 58.3% | 86.3%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 16.42% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $4,011 | $5,706-29.7% | $5,011-19.9% | $4,761-15.7% |
| Participant deferral / active EE | $3,350 | $5,954-43.7% | $5,202-35.6% | $5,982-44.0% |
| Admin fee / account holder | $1,881 | $17,074-89.0% | $13,984-86.5% | $11,246-83.3% |