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 5-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 | $462,193 | $214,378+115.6% | $200,582+130.4% | $142,382+224.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 20.54% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,060 | $6,841-26.0% | $6,419-21.2% | $4,299+17.7% |
| Participant deferral / active EE | $20,205 | $9,865+104.8% | $9,331+116.5% | $6,507+210.5% |
| Admin fee / account holder | $2,750 | $17,692-84.5% | $16,305-83.1% | $12,624-78.2% |