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 | $423,245 | $115,770+265.6% | $101,248+318.0% | $158,922+166.3% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 27.00% | 56.14%-29.1pp | 46.47%-19.5pp | 302.83%-275.8pp |
| Employer contribution / active EE | $1,602 | $4,175-61.6% | $3,660-56.2% | $4,761-66.4% |
| Participant deferral / active EE | $5,232 | $4,957+5.5% | $4,370+19.7% | $5,982-12.5% |
| Admin fee / account holder | $3,555 | $7,245-50.9% | $5,945-40.2% | $11,246-68.4% |