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 | $314,677 | $57,590+446.4% | $86,233+264.9% | $82,448+281.7% |
| Participation rate | 13.3% | 57.9%-44.5pp | 69.0%-55.7pp | 68.1%-54.7pp |
| Annual return | 16.16% | 22.41%-6.3pp | 61.39%-45.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $721 | $1,655-56.4% | $2,504-71.2% | $2,551-71.7% |
| Participant deferral / active EE | $3,337 | $3,080+8.3% | $4,559-26.8% | $4,139-19.4% |
| Admin fee / account holder | $20,422 | $4,730+331.7% | $8,342+144.8% | $7,234+182.3% |