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 | $251,761 | $106,890+135.5% | $84,015+199.7% | $152,861+64.7% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.4%-18.2pp |
| Annual return | 10.77% | 104.99%-94.2pp | 71.31%-60.5pp | 345.32%-334.5pp |
| Employer contribution / active EE | $1,060 | $2,734-61.3% | $1,983-46.6% | $4,762-77.8% |
| Participant deferral / active EE | $4,172 | $4,011+4.0% | $3,239+28.8% | $5,850-28.7% |
| Admin fee / account holder | $590 | $8,285-92.9% | $6,101-90.3% | $11,596-94.9% |