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 | $109,413+158.0% | $156,263+80.7% | $84,808+232.9% |
| Participation rate | 53.8% | 72.7%-18.8pp | 78.9%-25.1pp | 68.3%-14.5pp |
| Annual return | 14.53% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,343 | $2,907-53.8% | $4,333-69.0% | $2,631-49.0% |
| Participant deferral / active EE | $5,724 | $4,590+24.7% | $6,158-7.1% | $4,212+35.9% |
| Admin fee / account holder | $5,681 | $9,357-39.3% | $14,255-60.1% | $7,344-22.6% |