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 | $342,031 | $111,724+206.1% | $93,606+265.4% | $145,922+134.4% |
| Participation rate | 35.7% | 74.2%-38.5pp | 68.7%-33.0pp | 80.3%-44.6pp |
| Annual return | 8.73% | 202.98%-194.3pp | 133.20%-124.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $769 | $3,090-75.1% | $2,420-68.2% | $4,660-83.5% |
| Participant deferral / active EE | $4,284 | $4,912-12.8% | $4,411-2.9% | $6,688-35.9% |
| Admin fee / account holder | $3,799 | $10,250-62.9% | $8,285-54.1% | $13,397-71.6% |