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 | $273,177 | $209,336+30.5% | $197,124+38.6% | $137,256+99.0% |
| Participation rate | 65.2% | 87.3%-22.1pp | 86.7%-21.5pp | 80.0%-14.7pp |
| Annual return | 14.60% | 48.09%-33.5pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,844 | $6,591-11.3% | $6,227-6.2% | $4,156+40.6% |
| Participant deferral / active EE | $12,254 | $9,614+27.5% | $9,135+34.2% | $6,407+91.3% |
| Admin fee / account holder | $2,380 | $17,308-86.2% | $16,298-85.4% | $12,270-80.6% |