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 | $273,389 | $112,881+142.2% | $90,951+200.6% | $158,922+72.0% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 4.91% | 215.79%-210.9pp | 134.60%-129.7pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,124 | $2,893-61.1% | $2,122-47.0% | $4,761-76.4% |
| Participant deferral / active EE | $4,425 | $4,128+7.2% | $3,373+31.2% | $5,982-26.0% |
| Admin fee / account holder | $45,494 | $8,041+465.8% | $5,959+663.5% | $11,246+304.5% |