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 | $354,816 | $175,202+102.5% | $149,673+137.1% | $139,434+154.5% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 23.34% | 166.71%-143.4pp | 134.42%-111.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,007 | $5,474-63.3% | $4,818-58.3% | $4,751-57.7% |
| Participant deferral / active EE | $10,188 | $6,519+56.3% | $5,680+79.4% | $6,710+51.8% |
| Admin fee / account holder | $11,786 | $16,150-27.0% | $13,210-10.8% | $11,403+3.4% |