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 | $282,075 | $70,428+300.5% | $96,562+192.1% | $85,850+228.6% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.1pp | 69.3%-2.6pp |
| Annual return | 25.51% | 18.59%+6.9pp | 37.78%-12.3pp | 318.53%-293.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,640 | $2,894+94.9% | $3,849+46.5% | $3,952+42.7% |
| Admin fee / account holder | $12,580 | $4,997+151.8% | $6,181+103.5% | $6,260+101.0% |