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 | $383,471 | $118,450+223.7% | $98,439+289.6% | $139,434+175.0% |
| Participation rate | 58.8% | 77.4%-18.6pp | 75.2%-16.3pp | 80.3%-21.5pp |
| Annual return | 26.98% | 18.94%+8.0pp | 21.16%+5.8pp | 372.94%-346.0pp |
| Employer contribution / active EE | $960 | $3,609-73.4% | $3,048-68.5% | $4,751-79.8% |
| Participant deferral / active EE | $6,397 | $5,392+18.6% | $4,738+35.0% | $6,710-4.7% |
| Admin fee / account holder | $36,294 | $14,026+158.8% | $8,948+305.6% | $11,403+218.3% |