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 | $345,437 | $102,616+236.6% | $81,983+321.4% | $158,922+117.4% |
| Participation rate | 69.2% | 75.5%-6.3pp | 69.2%0pp | 82.0%-12.7pp |
| Annual return | 18.60% | 61.04%-42.4pp | 41.31%-22.7pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,497 | $3,240-53.8% | $2,498-40.1% | $4,761-68.6% |
| Participant deferral / active EE | $7,279 | $4,648+56.6% | $3,722+95.6% | $5,982+21.7% |
| Admin fee / account holder | $654 | $8,235-92.1% | $5,664-88.5% | $11,246-94.2% |