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 5-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 | $279,112 | $117,841+136.9% | $102,423+172.5% | $145,922+91.3% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 10.67% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,160 | $3,615-67.9% | $3,023-61.6% | $4,660-75.1% |
| Participant deferral / active EE | $5,479 | $5,731-4.4% | $5,053+8.4% | $6,688-18.1% |
| Admin fee / account holder | $652 | $13,326-95.1% | $9,451-93.1% | $13,397-95.1% |