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 | $713,979 | $95,561+647.1% | $77,163+825.3% | $139,434+412.1% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 17.36% | 54.92%-37.6pp | 37.87%-20.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,537 | $3,147-19.4% | $2,535+0.1% | $4,751-46.6% |
| Participant deferral / active EE | $5,074 | $4,624+9.7% | $3,833+32.4% | $6,710-24.4% |
| Admin fee / account holder | $9,865 | $8,295+18.9% | $5,472+80.3% | $11,403-13.5% |