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 6-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 | $390,280 | $111,814+249.0% | $93,654+316.7% | $145,959+167.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 11.19% | 203.30%-192.1pp | 133.34%-122.2pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,182 | $3,092+2.9% | $2,421+31.5% | $4,661-31.7% |
| Participant deferral / active EE | $13,234 | $4,914+169.3% | $4,413+199.9% | $6,689+97.9% |
| Admin fee / account holder | $2,649 | $10,246-74.1% | $8,282-68.0% | $13,398-80.2% |