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 | $306,487 | $162,781+88.3% | $133,956+128.8% | $158,922+92.9% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 27.76% | 41.94%-14.2pp | 45.09%-17.3pp | 302.83%-275.1pp |
| Employer contribution / active EE | $3,228 | $4,975-35.1% | $3,919-17.6% | $4,761-32.2% |
| Participant deferral / active EE | $4,035 | $5,911-31.7% | $5,048-20.1% | $5,982-32.6% |
| Admin fee / account holder | $38,306 | $11,736+226.4% | $8,927+329.1% | $11,246+240.6% |