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 | $280,137 | $127,065+120.5% | $113,168+147.5% | $142,382+96.7% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 11.99% | 24.03%-12.0pp | 24.27%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $921 | $3,442-73.3% | $2,975-69.1% | $4,299-78.6% |
| Participant deferral / active EE | $3,660 | $5,716-36.0% | $5,107-28.3% | $6,507-43.8% |
| Admin fee / account holder | $4,007 | $15,736-74.5% | $12,068-66.8% | $12,624-68.3% |