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 8-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 | $273,941 | $183,519+49.3% | $155,509+76.2% | $145,922+87.7% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 10.13% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,574 | $5,313-51.6% | $4,672-44.9% | $4,660-44.8% |
| Participant deferral / active EE | $5,127 | $6,462-20.7% | $5,626-8.9% | $6,688-23.3% |
| Admin fee / account holder | $1,937 | $19,313-90.0% | $15,912-87.8% | $13,397-85.5% |