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 | $358,921 | $94,625+279.3% | $116,228+208.8% | $84,808+323.2% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.6%-9.6pp | 68.3%-3.3pp |
| Annual return | 19.51% | 20.40%-0.9pp | 90.06%-70.6pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,195 | $2,347+36.1% | $2,994+6.7% | $2,631+21.4% |
| Participant deferral / active EE | $5,733 | $3,972+44.3% | $4,953+15.7% | $4,212+36.1% |
| Admin fee / account holder | $2,446 | $10,091-75.8% | $11,989-79.6% | $7,344-66.7% |