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 | $282,308 | $108,825+159.4% | $156,181+80.8% | $82,448+242.4% |
| Participation rate | 53.8% | 72.4%-18.5pp | 78.8%-25.0pp | 68.1%-14.2pp |
| Annual return | 14.53% | 20.59%-6.1pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,343 | $2,870-53.2% | $4,294-68.7% | $2,551-47.4% |
| Participant deferral / active EE | $5,724 | $4,577+25.0% | $6,132-6.7% | $4,139+38.3% |
| Admin fee / account holder | $5,681 | $9,341-39.2% | $14,586-61.0% | $7,234-21.5% |