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 5-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 | $266,652 | $178,174+49.7% | $156,181+70.7% | $137,256+94.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 22.21% | 84.19%-62.0pp | 64.87%-42.7pp | 220.34%-198.1pp |
| Employer contribution / active EE | $17,751 | $4,972+257.0% | $4,294+313.4% | $4,156+327.1% |
| Participant deferral / active EE | $9,744 | $6,888+41.5% | $6,132+58.9% | $6,407+52.1% |
| Admin fee / account holder | $1,015 | $17,404-94.2% | $14,586-93.0% | $12,270-91.7% |