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 | $95,803+258.8% | $113,168+203.8% | $84,808+305.4% |
| Participation rate | 68.4% | 72.9%-4.4pp | 76.6%-8.1pp | 68.3%+0.1pp |
| Annual return | 19.94% | 25.00%-5.1pp | 24.27%-4.3pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,567 | $2,360-33.6% | $2,975-47.3% | $2,631-40.4% |
| Participant deferral / active EE | $2,966 | $4,242-30.1% | $5,107-41.9% | $4,212-29.6% |
| Admin fee / account holder | $34,565 | $8,989+284.5% | $12,068+186.4% | $7,344+370.7% |