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 | $286,510 | $175,202+63.5% | $149,673+91.4% | $139,434+105.5% |
| Participation rate | 35.3% | 83.4%-48.1pp | 78.8%-43.5pp | 80.3%-45.0pp |
| Annual return | 14.28% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,828 | $5,474-48.3% | $4,818-41.3% | $4,751-40.5% |
| Participant deferral / active EE | $8,491 | $6,519+30.3% | $5,680+49.5% | $6,710+26.5% |
| Admin fee / account holder | $4,354 | $16,150-73.0% | $13,210-67.0% | $11,403-61.8% |