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 | $268,479 | $99,652+169.4% | $78,778+240.8% | $147,584+81.9% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 18.86% | 47.28%-28.4pp | 35.62%-16.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,105 | $2,796-60.5% | $1,986-44.4% | $4,876-77.3% |
| Participant deferral / active EE | $3,834 | $3,664+4.7% | $2,958+29.6% | $5,439-29.5% |
| Admin fee / account holder | $4,909 | $7,155-31.4% | $5,134-4.4% | $10,885-54.9% |