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 | $327,717 | $101,618+222.5% | $93,063+252.1% | $137,256+138.8% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 16.91% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $888 | $2,707-67.2% | $2,476-64.1% | $4,156-78.6% |
| Participant deferral / active EE | $4,649 | $4,279+8.7% | $3,958+17.5% | $6,407-27.4% |
| Admin fee / account holder | $1,417 | $6,198-77.1% | $6,033-76.5% | $12,270-88.5% |