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 | $209,336+120.8% | $197,124+134.5% | $137,256+236.7% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 20.54% | 48.09%-27.5pp | 44.34%-23.8pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,060 | $6,591-23.2% | $6,227-18.7% | $4,156+21.8% |
| Participant deferral / active EE | $20,205 | $9,614+110.2% | $9,135+121.2% | $6,407+215.4% |
| Admin fee / account holder | $2,750 | $17,308-84.1% | $16,298-83.1% | $12,270-77.6% |