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 | $266,990 | $133,958+99.3% | $112,228+137.9% | $134,475+98.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 1.27% | 47.11%-45.8pp | 27.45%-26.2pp | 417.96%-416.7pp |
| Employer contribution / active EE | $3,320 | $4,038-17.8% | $3,635-8.7% | $4,740-30.0% |
| Participant deferral / active EE | $11,164 | $5,291+111.0% | $4,728+136.1% | $6,400+74.4% |
| Admin fee / account holder | $532 | $7,489-92.9% | $6,410-91.7% | $11,426-95.3% |