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 | $396,584 | $99,877+297.1% | $84,966+366.8% | $145,922+171.8% |
| Participation rate | 15.0% | 74.1%-59.1pp | 67.5%-52.5pp | 80.3%-65.3pp |
| Annual return | 12.60% | 83.76%-71.2pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $658 | $3,231-79.6% | $2,727-75.9% | $4,660-85.9% |
| Participant deferral / active EE | $2,407 | $5,291-54.5% | $4,519-46.7% | $6,688-64.0% |
| Admin fee / account holder | $3,131 | $7,248-56.8% | $6,149-49.1% | $13,397-76.6% |