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 9-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 | $287,638 | $65,561+338.7% | $86,188+233.7% | $75,163+282.7% |
| Participation rate | 12.9% | 60.5%-47.6pp | 69.0%-56.1pp | 67.2%-54.3pp |
| Annual return | 13.91% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,659 | $1,553+6.8% | $2,380-30.3% | $2,670-37.9% |
| Participant deferral / active EE | $3,387 | $3,024+12.0% | $3,985-15.0% | $4,125-17.9% |
| Admin fee / account holder | $4,868 | $5,474-11.1% | $6,852-29.0% | $5,651-13.9% |