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 | $1,058,654 | $111,754+847.3% | $103,333+924.5% | $145,922+625.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 15.13% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,118 | $4,212-49.7% | $3,868-45.2% | $4,660-54.5% |
| Participant deferral / active EE | $12,818 | $5,619+128.1% | $5,057+153.4% | $6,688+91.7% |
| Admin fee / account holder | $4,138 | $9,750-57.6% | $8,355-50.5% | $13,397-69.1% |