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 | $343,597 | $127,065+170.4% | $113,168+203.6% | $142,382+141.3% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 16.04% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,000 | $3,442-41.9% | $2,975-32.8% | $4,299-53.5% |
| Participant deferral / active EE | $7,826 | $5,716+36.9% | $5,107+53.2% | $6,507+20.3% |
| Admin fee / account holder | $35,120 | $15,736+123.2% | $12,068+191.0% | $12,624+178.2% |