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 | $325,748 | $112,729+189.0% | $98,716+230.0% | $137,256+137.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 13.09% | 38.48%-25.4pp | 31.81%-18.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,815 | $2,725-33.4% | $2,279-20.4% | $4,156-56.3% |
| Participant deferral / active EE | $10,900 | $4,640+134.9% | $4,048+169.3% | $6,407+70.1% |
| Admin fee / account holder | $6,008 | $10,129-40.7% | $8,703-31.0% | $12,270-51.0% |