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 | $331,791 | $112,881+193.9% | $90,951+264.8% | $158,922+108.8% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 12.88% | 215.79%-202.9pp | 134.60%-121.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,017 | $2,893-64.9% | $2,122-52.1% | $4,761-78.7% |
| Participant deferral / active EE | $4,905 | $4,128+18.8% | $3,373+45.4% | $5,982-18.0% |
| Admin fee / account holder | $2,294 | $8,041-71.5% | $5,959-61.5% | $11,246-79.6% |