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 | $453,543 | $159,602+184.2% | $150,045+202.3% | $142,382+218.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 21.53% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $10,000 | $4,961+101.6% | $4,693+113.1% | $4,299+132.6% |
| Participant deferral / active EE | $15,500 | $8,310+86.5% | $7,997+93.8% | $6,507+138.2% |
| Admin fee / account holder | $1,772 | $14,846-88.1% | $13,435-86.8% | $12,624-86.0% |