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 | $322,197 | $108,172+197.9% | $77,482+315.8% | $158,922+102.7% |
| Participation rate | 46.2% | 64.4%-18.3pp | 54.2%-8.0pp | 82.0%-35.8pp |
| Annual return | 7.97% | 31.67%-23.7pp | 54.79%-46.8pp | 302.83%-294.9pp |
| Employer contribution / active EE | $2,550 | $1,325+92.5% | $986+158.5% | $4,761-46.4% |
| Participant deferral / active EE | $2,014 | $2,456-18.0% | $1,861+8.2% | $5,982-66.3% |
| Admin fee / account holder | $6,275 | $3,708+69.2% | $2,858+119.6% | $11,246-44.2% |