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 | $309,217 | $124,281+148.8% | $109,143+183.3% | $167,490+84.6% |
| Participation rate | 43.8% | 79.4%-35.7pp | 75.9%-32.1pp | 82.1%-38.4pp |
| Annual return | 17.77% | 26.04%-8.3pp | 25.75%-8.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $969 | $4,207-77.0% | $3,722-74.0% | $4,837-80.0% |
| Participant deferral / active EE | $6,501 | $5,255+23.7% | $4,653+39.7% | $6,341+2.5% |
| Admin fee / account holder | $25,488 | $7,970+219.8% | $6,752+277.5% | $12,309+107.1% |