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 | $382,237 | $98,240+289.1% | $82,313+364.4% | $147,584+159.0% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 16.47% | 30.85%-14.4pp | 25.88%-9.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,412 | $3,192-24.4% | $2,428-0.7% | $4,876-50.5% |
| Participant deferral / active EE | $9,506 | $4,383+116.9% | $3,706+156.5% | $5,439+74.8% |
| Admin fee / account holder | $4,493 | $8,563-47.5% | $5,608-19.9% | $10,885-58.7% |