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 10-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 | $261,379 | $183,519+42.4% | $155,509+68.1% | $145,922+79.1% |
| Participation rate | 58.3% | 82.7%-24.3pp | 78.2%-19.9pp | 80.3%-21.9pp |
| Annual return | 13.12% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,958 | $5,313-63.1% | $4,672-58.1% | $4,660-58.0% |
| Participant deferral / active EE | $6,892 | $6,462+6.6% | $5,626+22.5% | $6,688+3.1% |
| Admin fee / account holder | $1,178 | $19,313-93.9% | $15,912-92.6% | $13,397-91.2% |