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 | $264,544 | $98,240+169.3% | $82,313+221.4% | $147,584+79.3% |
| Participation rate | 64.3% | 79.7%-15.4pp | 76.9%-12.6pp | 82.8%-18.5pp |
| Annual return | 15.55% | 30.85%-15.3pp | 25.88%-10.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,938 | $3,192-39.3% | $2,428-20.2% | $4,876-60.3% |
| Participant deferral / active EE | $7,626 | $4,383+74.0% | $3,706+105.8% | $5,439+40.2% |
| Admin fee / account holder | $20,003 | $8,563+133.6% | $5,608+256.7% | $10,885+83.8% |