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 | $451,584 | $87,166+418.1% | $76,735+488.5% | $137,256+229.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 16.73% | 26.50%-9.8pp | 29.77%-13.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,030 | $2,904-30.1% | $2,454-17.3% | $4,156-51.2% |
| Participant deferral / active EE | $14,176 | $4,726+200.0% | $4,088+246.8% | $6,407+121.3% |
| Admin fee / account holder | $1,768 | $8,403-79.0% | $7,189-75.4% | $12,270-85.6% |