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 9-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 | $279,771 | $210,648+32.8% | $177,989+57.2% | $145,922+91.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.99% | 385.86%-375.9pp | 294.48%-284.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,040 | $4,565-77.2% | $3,949-73.7% | $4,660-77.7% |
| Participant deferral / active EE | $2,105 | $6,958-69.8% | $6,276-66.5% | $6,688-68.5% |
| Admin fee / account holder | $1,669 | $12,013-86.1% | $10,363-83.9% | $13,397-87.5% |