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 | $264,516 | $127,065+108.2% | $113,168+133.7% | $142,382+85.8% |
| Participation rate | 63.2% | 79.2%-16.0pp | 76.6%-13.4pp | 80.1%-17.0pp |
| Annual return | 11.31% | 24.03%-12.7pp | 24.27%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,274 | $3,442-4.9% | $2,975+10.0% | $4,299-23.9% |
| Participant deferral / active EE | $7,710 | $5,716+34.9% | $5,107+51.0% | $6,507+18.5% |
| Admin fee / account holder | $5,930 | $15,736-62.3% | $12,068-50.9% | $12,624-53.0% |