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 | $87,166+265.8% | $76,735+315.5% | $137,256+132.3% |
| Participation rate | 57.1% | 74.4%-17.2pp | 69.5%-12.4pp | 80.0%-22.8pp |
| Annual return | 23.29% | 26.50%-3.2pp | 29.77%-6.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,158 | $2,904-60.1% | $2,454-52.8% | $4,156-72.1% |
| Participant deferral / active EE | $3,768 | $4,726-20.3% | $4,088-7.8% | $6,407-41.2% |
| Admin fee / account holder | $935 | $8,403-88.9% | $7,189-87.0% | $12,270-92.4% |