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 | $292,508 | $157,256+86.0% | $141,162+107.2% | $152,861+91.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 32.20% | 64.32%-32.1pp | 71.39%-39.2pp | 345.32%-313.1pp |
| Employer contribution / active EE | $3,084 | $5,261-41.4% | $4,735-34.9% | $4,762-35.2% |
| Participant deferral / active EE | $10,540 | $7,109+48.3% | $6,709+57.1% | $5,850+80.2% |
| Admin fee / account holder | $569 | $12,120-95.3% | $10,261-94.5% | $11,596-95.1% |