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 | $104,974+212.2% | $95,585+242.9% | $142,382+130.2% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 16.91% | 210.33%-193.4pp | 38.56%-21.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $888 | $2,779-68.0% | $2,527-64.8% | $4,299-79.3% |
| Participant deferral / active EE | $4,649 | $4,352+6.8% | $4,023+15.6% | $6,507-28.5% |
| Admin fee / account holder | $1,417 | $6,386-77.8% | $6,127-76.9% | $12,624-88.8% |