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 | $865,708 | $154,117+461.7% | $129,995+566.0% | $139,434+520.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 19.04% | 32.48%-13.4pp | -137.18%+156.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,728 | $5,289-67.3% | $4,320-60.0% | $4,751-63.6% |
| Participant deferral / active EE | $12,000 | $6,710+78.8% | $5,820+106.2% | $6,710+78.8% |
| Admin fee / account holder | $5,174 | $14,007-63.1% | $10,614-51.3% | $11,403-54.6% |