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 | $281,045 | $112,881+149.0% | $90,951+209.0% | $158,922+76.8% |
| Participation rate | 56.3% | 74.7%-18.5pp | 69.0%-12.8pp | 82.0%-25.7pp |
| Annual return | 9.00% | 215.79%-206.8pp | 134.60%-125.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,183 | $2,893-59.1% | $2,122-44.3% | $4,761-75.2% |
| Participant deferral / active EE | $4,174 | $4,128+1.1% | $3,373+23.8% | $5,982-30.2% |
| Admin fee / account holder | $531 | $8,041-93.4% | $5,959-91.1% | $11,246-95.3% |