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 | $280,207 | $27,915+903.8% | $58,482+379.1% | $75,163+272.8% |
| Participation rate | 7.4% | 38.8%-31.4pp | 50.9%-43.4pp | 67.2%-59.8pp |
| Annual return | 15.33% | 44.20%-28.9pp | 4239.32%-4224.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $301 | $669-55.0% | $1,053-71.4% | $2,670-88.7% |
| Participant deferral / active EE | $1,604 | $1,201+33.5% | $1,924-16.6% | $4,125-61.1% |
| Admin fee / account holder | $2,535 | $1,726+46.9% | $2,516+0.8% | $5,651-55.1% |