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 | $306,143 | $209,336+46.2% | $197,124+55.3% | $137,256+123.0% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 282.22% | 48.09%+234.1pp | 44.34%+237.9pp | 220.34%+61.9pp |
| Employer contribution / active EE | $3,614 | $6,591-45.2% | $6,227-42.0% | $4,156-13.0% |
| Participant deferral / active EE | $4,509 | $9,614-53.1% | $9,135-50.6% | $6,407-29.6% |
| Admin fee / account holder | $322 | $17,308-98.1% | $16,298-98.0% | $12,270-97.4% |