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 | $126,519+222.2% | $106,201+283.8% | $145,959+179.3% |
| Participation rate | 69.2% | 77.7%-8.4pp | 75.3%-6.1pp | 80.3%-11.1pp |
| Annual return | 16.27% | 225.10%-208.8pp | 116.26%-100.0pp | 561.95%-545.7pp |
| Employer contribution / active EE | $3,084 | $3,726-17.2% | $3,170-2.7% | $4,661-33.8% |
| Participant deferral / active EE | $10,433 | $5,716+82.5% | $5,012+108.2% | $6,689+56.0% |
| Admin fee / account holder | $8,035 | $17,312-53.6% | $11,039-27.2% | $13,398-40.0% |