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 | $260,164 | $54,705+375.6% | $71,209+265.4% | $84,808+206.8% |
| Participation rate | 31.4% | 64.1%-32.6pp | 73.8%-42.3pp | 68.3%-36.9pp |
| Annual return | 16.43% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,954 | $2,158+36.9% | $2,721+8.6% | $2,631+12.3% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $819 | $4,863-83.2% | $5,349-84.7% | $7,344-88.9% |