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 | $505,718 | $111,754+352.5% | $103,333+389.4% | $145,922+246.6% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 11.87% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $927 | $4,212-78.0% | $3,868-76.0% | $4,660-80.1% |
| Participant deferral / active EE | $5,588 | $5,619-0.5% | $5,057+10.5% | $6,688-16.4% |
| Admin fee / account holder | $1,502 | $9,750-84.6% | $8,355-82.0% | $13,397-88.8% |