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 | $389,973 | $135,635+187.5% | $110,238+253.8% | $135,375+188.1% |
| Participation rate | 56.3% | 83.5%-27.2pp | 79.8%-23.6pp | 82.6%-26.4pp |
| Annual return | 6.59% | 513.19%-506.6pp | 314.74%-308.1pp | 519.73%-513.1pp |
| Employer contribution / active EE | $2,085 | $4,906-57.5% | $3,826-45.5% | $4,779-56.4% |
| Participant deferral / active EE | $7,292 | $5,506+32.4% | $4,672+56.1% | $5,609+30.0% |
| Admin fee / account holder | $29,920 | $11,457+161.2% | $8,547+250.1% | $10,827+176.3% |