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 | $267,459 | $95,803+179.2% | $113,168+136.3% | $84,808+215.4% |
| Participation rate | 61.3% | 72.9%-11.6pp | 76.6%-15.3pp | 68.3%-7.0pp |
| Annual return | 21.68% | 25.00%-3.3pp | 24.27%-2.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,819 | $2,360+19.4% | $2,975-5.3% | $2,631+7.1% |
| Participant deferral / active EE | $6,437 | $4,242+51.8% | $5,107+26.1% | $4,212+52.9% |
| Admin fee / account holder | $10,654 | $8,989+18.5% | $12,068-11.7% | $7,344+45.1% |