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 | $343,789 | $95,453+260.2% | $112,040+206.8% | $82,448+317.0% |
| Participation rate | 68.4% | 72.8%-4.3pp | 76.5%-8.1pp | 68.1%+0.4pp |
| Annual return | 19.94% | 23.92%-4.0pp | 24.52%-4.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,567 | $2,318-32.4% | $2,954-46.9% | $2,551-38.6% |
| Participant deferral / active EE | $2,966 | $4,224-29.8% | $5,098-41.8% | $4,139-28.4% |
| Admin fee / account holder | $34,565 | $9,013+283.5% | $12,098+185.7% | $7,234+377.8% |