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 7-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 | $329,041 | $228,332+44.1% | $185,823+77.1% | $158,922+107.0% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 11.02% | 40.80%-29.8pp | 35.95%-24.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $4,540 | $4,967-8.6% | $4,087+11.1% | $4,761-4.6% |
| Participant deferral / active EE | $12,560 | $6,415+95.8% | $5,632+123.0% | $5,982+110.0% |
| Admin fee / account holder | $3,141 | $11,864-73.5% | $9,500-66.9% | $11,246-72.1% |