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 10-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 | $330,803 | $178,174+85.7% | $156,181+111.8% | $137,256+141.0% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.8%-33.4pp | 80.0%-34.5pp |
| Annual return | 48.86% | 84.19%-35.3pp | 64.87%-16.0pp | 220.34%-171.5pp |
| Employer contribution / active EE | $8,278 | $4,972+66.5% | $4,294+92.8% | $4,156+99.2% |
| Participant deferral / active EE | $13,284 | $6,888+92.9% | $6,132+116.6% | $6,407+107.3% |
| Admin fee / account holder | $17,181 | $17,404-1.3% | $14,586+17.8% | $12,270+40.0% |