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 7-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 | $293,889 | $111,535+163.5% | $105,223+179.3% | $137,256+114.1% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 172.29% | 237.85%-65.6pp | 180.65%-8.4pp | 220.34%-48.1pp |
| Employer contribution / active EE | $1,057 | $3,939-73.2% | $3,689-71.3% | $4,156-74.6% |
| Participant deferral / active EE | $3,736 | $5,500-32.1% | $5,072-26.3% | $6,407-41.7% |
| Admin fee / account holder | $3,095 | $9,721-68.2% | $8,859-65.1% | $12,270-74.8% |