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 | $293,424 | $179,726+63.3% | $156,263+87.8% | $142,382+106.1% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 13.70% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,105 | $5,069+0.7% | $4,333+17.8% | $4,299+18.7% |
| Participant deferral / active EE | $12,770 | $6,956+83.6% | $6,158+107.4% | $6,507+96.2% |
| Admin fee / account holder | $11,406 | $17,272-34.0% | $14,255-20.0% | $12,624-9.6% |