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 | $273,656 | $110,261+148.2% | $95,745+185.8% | $139,434+96.3% |
| Participation rate | 44.4% | 75.8%-31.3pp | 72.3%-27.8pp | 80.3%-35.9pp |
| Annual return | 18.13% | 27.11%-9.0pp | 28.35%-10.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $653 | $3,257-80.0% | $2,835-77.0% | $4,751-86.3% |
| Participant deferral / active EE | $6,632 | $4,676+41.8% | $4,245+56.2% | $6,710-1.2% |
| Admin fee / account holder | $2,242 | $6,613-66.1% | $5,678-60.5% | $11,403-80.3% |