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 | $311,579 | $105,181+196.2% | $159,436+95.4% | $85,850+262.9% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.8%-16.9pp | 69.3%-3.4pp |
| Annual return | 27.60% | 45.07%-17.5pp | 263.57%-236.0pp | 318.53%-290.9pp |
| Employer contribution / active EE | $634 | $3,318-80.9% | $4,829-86.9% | $2,565-75.3% |
| Participant deferral / active EE | $7,925 | $5,945+33.3% | $7,352+7.8% | $3,952+100.6% |
| Admin fee / account holder | $1,994 | $6,933-71.2% | $10,799-81.5% | $6,260-68.1% |