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 8-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 | $291,574 | $127,264+129.1% | $109,895+165.3% | $167,490+74.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 14.70% | 22.97%-8.3pp | 29.45%-14.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $5,160 | $3,322+55.3% | $2,842+81.5% | $4,837+6.7% |
| Participant deferral / active EE | $4,875 | $4,514+8.0% | $4,048+20.4% | $6,341-23.1% |
| Admin fee / account holder | $3,069 | $7,114-56.9% | $6,066-49.4% | $12,309-75.1% |