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 | $504,367 | $154,117+227.3% | $129,995+288.0% | $139,434+261.7% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 17.32% | 32.48%-15.2pp | -137.18%+154.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,867 | $5,289-64.7% | $4,320-56.8% | $4,751-60.7% |
| Participant deferral / active EE | $6,533 | $6,710-2.6% | $5,820+12.3% | $6,710-2.6% |
| Admin fee / account holder | $2,133 | $14,007-84.8% | $10,614-79.9% | $11,403-81.3% |