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 | $312,760 | $201,259+55.4% | $184,200+69.8% | $145,959+114.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 12.96% | 28.98%-16.0pp | 28.80%-15.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,725 | $7,018-61.2% | $6,424-57.6% | $4,661-41.5% |
| Participant deferral / active EE | $7,604 | $9,806-22.5% | $9,132-16.7% | $6,689+13.7% |
| Admin fee / account holder | $6,894 | $16,372-57.9% | $13,907-50.4% | $13,398-48.5% |