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 | $296,192 | $178,174+66.2% | $156,181+89.6% | $137,256+115.8% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 19.19% | 84.19%-65.0pp | 64.87%-45.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,856 | $4,972-62.7% | $4,294-56.8% | $4,156-55.3% |
| Participant deferral / active EE | $8,042 | $6,888+16.8% | $6,132+31.1% | $6,407+25.5% |
| Admin fee / account holder | $84,935 | $17,404+388.0% | $14,586+482.3% | $12,270+592.2% |