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 9-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 | $398,315 | $154,228+158.3% | $145,433+173.9% | $137,256+190.2% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 17.23% | 74.59%-57.4pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $18,540 | $4,804+285.9% | $4,554+307.1% | $4,156+346.1% |
| Participant deferral / active EE | $20,833 | $8,216+153.6% | $7,897+163.8% | $6,407+225.2% |
| Admin fee / account holder | $5,070 | $14,344-64.7% | $13,129-61.4% | $12,270-58.7% |