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 10-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 | $674,761 | $214,378+214.8% | $200,582+236.4% | $142,382+373.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 16.42% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $25,753 | $6,841+276.4% | $6,419+301.2% | $4,299+499.0% |
| Participant deferral / active EE | $15,633 | $9,865+58.5% | $9,331+67.5% | $6,507+140.2% |
| Admin fee / account holder | $10,546 | $17,692-40.4% | $16,305-35.3% | $12,624-16.5% |