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 | $262,983 | $116,175+126.4% | $93,606+180.9% | $152,861+72.0% |
| Participation rate | 40.0% | 78.0%-38.0pp | 75.8%-35.8pp | 82.4%-42.4pp |
| Annual return | 26.69% | 35.96%-9.3pp | 32.76%-6.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,076 | $3,218-35.5% | $2,718-23.6% | $4,762-56.4% |
| Participant deferral / active EE | $6,126 | $4,603+33.1% | $4,069+50.6% | $5,850+4.7% |
| Admin fee / account holder | $4,223 | $10,748-60.7% | $7,888-46.5% | $11,596-63.6% |