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 | $268,690 | $159,901+68.0% | $146,958+82.8% | $145,922+84.1% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.2%-27.2pp | 80.3%-25.3pp |
| Annual return | 25.30% | 98.13%-72.8pp | 418.34%-393.0pp | 561.29%-536.0pp |
| Employer contribution / active EE | $1,460 | $5,286-72.4% | $4,933-70.4% | $4,660-68.7% |
| Participant deferral / active EE | $4,923 | $8,428-41.6% | $8,070-39.0% | $6,688-26.4% |
| Admin fee / account holder | $4,041 | $15,044-73.1% | $12,998-68.9% | $13,397-69.8% |