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 | $402,021 | $185,822+116.3% | $169,993+136.5% | $139,434+188.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 12.57% | 60.50%-47.9pp | 53.37%-40.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $3,767 | $7,590-50.4% | $6,785-44.5% | $4,751-20.7% |
| Participant deferral / active EE | $14,667 | $11,622+26.2% | $10,408+40.9% | $6,710+118.6% |
| Admin fee / account holder | $21,554 | $15,381+40.1% | $12,815+68.2% | $11,403+89.0% |