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 | $445,399 | $113,339+293.0% | $94,993+368.9% | $147,584+201.8% |
| Participation rate | 46.7% | 78.0%-31.3pp | 73.9%-27.2pp | 82.8%-36.2pp |
| Annual return | 18.93% | 20.77%-1.8pp | 27.12%-8.2pp | 578.55%-559.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,544 | $3,777-6.2% | $3,317+6.9% | $5,439-34.8% |
| Admin fee / account holder | $988 | $6,063-83.7% | $4,960-80.1% | $10,885-90.9% |