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 | $360,320 | $181,894+98.1% | $156,549+130.2% | $273,961+31.5% |
| Participation rate | 25.0% | 88.4%-63.4pp | 84.0%-59.0pp | 83.0%-58.0pp |
| Annual return | 6.92% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,485 | $6,248-60.2% | $5,501-54.8% | $4,869-49.0% |
| Participant deferral / active EE | $4,515 | $5,550-18.7% | $4,871-7.3% | $5,287-14.6% |
| Admin fee / account holder | $26,715 | $15,559+71.7% | $13,027+105.1% | $10,132+163.7% |