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 | $279,784 | $110,809+152.5% | $86,874+222.1% | $167,490+67.0% |
| Participation rate | 58.3% | 75.8%-17.5pp | 71.6%-13.3pp | 82.1%-23.8pp |
| Annual return | 10.66% | 116.98%-106.3pp | 63.52%-52.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,196 | $3,244-63.1% | $2,495-52.1% | $4,837-75.3% |
| Participant deferral / active EE | $3,298 | $4,546-27.4% | $3,699-10.8% | $6,341-48.0% |
| Admin fee / account holder | $8,284 | $8,415-1.6% | $5,828+42.1% | $12,309-32.7% |