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 | $451,458 | $117,983+282.6% | $101,794+343.5% | $142,382+217.1% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.2%-49.2pp | 80.1%-60.1pp |
| Annual return | 20.12% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $789 | $2,773-71.6% | $2,289-65.6% | $4,299-81.7% |
| Participant deferral / active EE | $4,186 | $4,714-11.2% | $4,084+2.5% | $6,507-35.7% |
| Admin fee / account holder | $3,146 | $10,433-69.8% | $8,777-64.2% | $12,624-75.1% |