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 | $274,819 | $227,553+20.8% | $189,557+45.0% | $167,490+64.1% |
| Participation rate | 53.3% | 82.5%-29.2pp | 78.4%-25.1pp | 82.1%-28.8pp |
| Annual return | 18.49% | 78.40%-59.9pp | 64.17%-45.7pp | 478.56%-460.1pp |
| Employer contribution / active EE | $2,660 | $5,316-50.0% | $4,412-39.7% | $4,837-45.0% |
| Participant deferral / active EE | $6,647 | $7,002-5.1% | $6,174+7.7% | $6,341+4.8% |
| Admin fee / account holder | $24,064 | $11,878+102.6% | $9,807+145.4% | $12,309+95.5% |