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 | $454,589 | $118,450+283.8% | $98,439+361.8% | $139,434+226.0% |
| Participation rate | 42.1% | 77.4%-35.3pp | 75.2%-33.1pp | 80.3%-38.2pp |
| Annual return | 12.20% | 18.94%-6.7pp | 21.16%-9.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,601 | $3,609-55.7% | $3,048-47.5% | $4,751-66.3% |
| Participant deferral / active EE | $4,952 | $5,392-8.1% | $4,738+4.5% | $6,710-26.2% |
| Admin fee / account holder | $112,305 | $14,026+700.7% | $8,948+1155.1% | $11,403+884.9% |