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 | $282,034 | $99,652+183.0% | $78,778+258.0% | $147,584+91.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 16.23% | 47.28%-31.1pp | 35.62%-19.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,196 | $2,796-21.5% | $1,986+10.6% | $4,876-55.0% |
| Participant deferral / active EE | $5,515 | $3,664+50.5% | $2,958+86.4% | $5,439+1.4% |
| Admin fee / account holder | $1,377 | $7,155-80.8% | $5,134-73.2% | $10,885-87.3% |