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 | $345,231 | $105,931+225.9% | $81,930+321.4% | $158,922+117.2% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.0%-43.4pp | 82.0%-53.4pp |
| Annual return | 15.05% | 38.17%-23.1pp | 29.49%-14.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,076 | $7,800-86.2% | $4,310-75.0% | $4,761-77.4% |
| Participant deferral / active EE | $4,054 | $13,003-68.8% | $7,107-43.0% | $5,982-32.2% |
| Admin fee / account holder | $1,214 | $8,489-85.7% | $5,158-76.5% | $11,246-89.2% |