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 | $1,281,007 | $209,411+511.7% | $178,490+617.7% | $158,922+706.1% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 22.61% | 188.75%-166.1pp | 151.07%-128.5pp | 302.83%-280.2pp |
| Employer contribution / active EE | $4,938 | $5,706-13.5% | $5,011-1.5% | $4,761+3.7% |
| Participant deferral / active EE | $4,956 | $5,954-16.8% | $5,202-4.7% | $5,982-17.1% |
| Admin fee / account holder | $7,898 | $17,074-53.7% | $13,984-43.5% | $11,246-29.8% |