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 | $294,867 | $50,958+478.6% | $74,550+295.5% | $64,186+359.4% |
| Participation rate | 38.9% | 61.1%-22.2pp | 69.1%-30.3pp | 69.6%-30.7pp |
| Annual return | 7.14% | -1.86%+9.0pp | 32.53%-25.4pp | 7.63%-0.5pp |
| Employer contribution / active EE | $2,865 | $1,115+156.9% | $1,961+46.1% | $2,381+20.3% |
| Participant deferral / active EE | $6,643 | $2,301+188.7% | $3,108+113.7% | $3,470+91.5% |
| Admin fee / account holder | $8,499 | $4,223+101.3% | $5,060+68.0% | $4,888+73.9% |