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 8-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 | $407,597 | $126,574+222.0% | $106,213+283.8% | $145,922+179.3% |
| Participation rate | 69.2% | 77.6%-8.4pp | 75.3%-6.0pp | 80.3%-11.0pp |
| Annual return | 16.27% | 224.79%-208.5pp | 116.14%-99.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,084 | $3,730-17.3% | $3,171-2.7% | $4,660-33.8% |
| Participant deferral / active EE | $10,433 | $5,724+82.3% | $5,016+108.0% | $6,688+56.0% |
| Admin fee / account holder | $8,035 | $17,304-53.6% | $11,033-27.2% | $13,397-40.0% |