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 | $267,922 | $217,402+23.2% | $185,823+44.2% | $167,490+60.0% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 11.66% | 148.36%-136.7pp | 122.05%-110.4pp | 478.56%-466.9pp |
| Employer contribution / active EE | $5,279 | $5,873-10.1% | $5,167+2.2% | $4,837+9.1% |
| Participant deferral / active EE | $7,020 | $6,356+10.4% | $5,568+26.1% | $6,341+10.7% |
| Admin fee / account holder | $1,442 | $19,811-92.7% | $16,237-91.1% | $12,309-88.3% |