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 | $250,140 | $111,814+123.7% | $103,374+142.0% | $145,959+71.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 24.82% | 24.77%+0.1pp | 24.89%-0.1pp | 561.95%-537.1pp |
| Employer contribution / active EE | $2,187 | $4,214-48.1% | $3,869-43.5% | $4,661-53.1% |
| Participant deferral / active EE | $11,499 | $5,618+104.7% | $5,058+127.4% | $6,689+71.9% |
| Admin fee / account holder | $2,781 | $9,754-71.5% | $8,394-66.9% | $13,398-79.2% |