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 | $419,471 | $91,552+358.2% | $133,956+213.1% | $79,858+425.3% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.7pp | 69.6%-12.5pp |
| Annual return | 22.34% | 61.85%-39.5pp | 45.09%-22.8pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,990 | $2,384+25.4% | $3,919-23.7% | $2,471+21.0% |
| Participant deferral / active EE | $5,514 | $3,733+47.7% | $5,048+9.2% | $3,740+47.4% |
| Admin fee / account holder | $5,278 | $6,321-16.5% | $8,927-40.9% | $5,306-0.5% |