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 | $277,444 | $107,334+158.5% | $92,893+198.7% | $152,861+81.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 26.57% | 145.58%-119.0pp | 109.41%-82.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,501 | $4,221-64.4% | $3,653-58.9% | $4,762-68.5% |
| Participant deferral / active EE | $7,982 | $4,845+64.8% | $4,236+88.4% | $5,850+36.4% |
| Admin fee / account holder | $7,682 | $7,079+8.5% | $5,794+32.6% | $11,596-33.8% |