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 | $286,472 | $180,749+58.5% | $160,784+78.2% | $137,256+108.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.21% | 2234.46%-2219.3pp | 1803.92%-1788.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,911 | $4,155-54.0% | $3,733-48.8% | $4,156-54.0% |
| Participant deferral / active EE | $6,200 | $6,844-9.4% | $6,293-1.5% | $6,407-3.2% |
| Admin fee / account holder | $3,236 | $10,397-68.9% | $9,717-66.7% | $12,270-73.6% |