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 | $318,813 | $95,266+234.7% | $82,389+287.0% | $142,382+123.9% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.5%-12.4pp | 80.1%-23.0pp |
| Annual return | 23.29% | 25.74%-2.4pp | 28.67%-5.4pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,158 | $2,991-61.3% | $2,517-54.0% | $4,299-73.1% |
| Participant deferral / active EE | $3,768 | $4,809-21.6% | $4,155-9.3% | $6,507-42.1% |
| Admin fee / account holder | $935 | $8,563-89.1% | $7,231-87.1% | $12,624-92.6% |