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 | $265,502 | $95,266+178.7% | $82,389+222.3% | $142,382+86.5% |
| Participation rate | 41.2% | 74.5%-33.3pp | 69.5%-28.4pp | 80.1%-38.9pp |
| Annual return | 20.52% | 25.74%-5.2pp | 28.67%-8.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,433 | $2,991-52.1% | $2,517-43.1% | $4,299-66.7% |
| Participant deferral / active EE | $2,616 | $4,809-45.6% | $4,155-37.0% | $6,507-59.8% |
| Admin fee / account holder | $1,266 | $8,563-85.2% | $7,231-82.5% | $12,624-90.0% |