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 | $341,330 | $97,125+251.4% | $86,233+295.8% | $137,256+148.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 14.06% | 74.19%-60.1pp | 61.39%-47.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $730 | $2,841-74.3% | $2,504-70.9% | $4,156-82.4% |
| Participant deferral / active EE | $4,161 | $5,180-19.7% | $4,559-8.7% | $6,407-35.1% |
| Admin fee / account holder | $2,466 | $9,725-74.6% | $8,342-70.4% | $12,270-79.9% |