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 | $177,572+102.6% | $154,803+132.5% | $142,382+152.7% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.1%-14.9pp | 80.1%-17.0pp |
| Annual return | 18.53% | 65.07%-46.5pp | 58.88%-40.4pp | 217.08%-198.5pp |
| Employer contribution / active EE | $11,690 | $4,810+143.0% | $4,305+171.5% | $4,299+171.9% |
| Participant deferral / active EE | $8,811 | $6,272+40.5% | $5,540+59.0% | $6,507+35.4% |
| Admin fee / account holder | $1,264 | $16,786-92.5% | $14,329-91.2% | $12,624-90.0% |