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 | $117,983+176.1% | $101,794+220.0% | $142,382+128.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 13.09% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,815 | $2,773-34.5% | $2,289-20.7% | $4,299-57.8% |
| Participant deferral / active EE | $10,900 | $4,714+131.2% | $4,084+166.9% | $6,507+67.5% |
| Admin fee / account holder | $6,008 | $10,433-42.4% | $8,777-31.5% | $12,624-52.4% |