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 | $280,522 | $89,753+212.5% | $107,525+160.9% | $84,808+230.8% |
| Participation rate | 46.4% | 68.1%-21.6pp | 75.1%-28.6pp | 68.3%-21.9pp |
| Annual return | 13.39% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,126 | $3,113-63.8% | $3,754-70.0% | $2,631-57.2% |
| Participant deferral / active EE | $3,410 | $4,056-15.9% | $5,116-33.3% | $4,212-19.0% |
| Admin fee / account holder | $1,752 | $7,222-75.7% | $8,919-80.4% | $7,344-76.1% |