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 | $337,575 | $99,877+238.0% | $84,966+297.3% | $145,922+131.3% |
| Participation rate | 47.1% | 74.1%-27.0pp | 67.5%-20.4pp | 80.3%-33.2pp |
| Annual return | 20.99% | 83.76%-62.8pp | 66.38%-45.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,436 | $3,231-24.6% | $2,727-10.7% | $4,660-47.7% |
| Participant deferral / active EE | $5,613 | $5,291+6.1% | $4,519+24.2% | $6,688-16.1% |
| Admin fee / account holder | $21,152 | $7,248+191.8% | $6,149+244.0% | $13,397+57.9% |