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 4-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 | $359,844 | $172,111+109.1% | $150,298+139.4% | $137,256+162.2% |
| Participation rate | 63.2% | 81.7%-18.6pp | 77.8%-14.6pp | 80.0%-16.8pp |
| Annual return | 18.53% | 69.37%-50.8pp | 62.79%-44.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $11,690 | $4,636+152.2% | $4,154+181.4% | $4,156+181.3% |
| Participant deferral / active EE | $8,811 | $6,166+42.9% | $5,453+61.6% | $6,407+37.5% |
| Admin fee / account holder | $1,264 | $16,471-92.3% | $14,116-91.0% | $12,270-89.7% |