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 | $926,310 | $74,888+1136.9% | $71,209+1200.8% | $142,382+550.6% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 21.31% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $884 | $2,854-69.0% | $2,721-67.5% | $4,299-79.4% |
| Participant deferral / active EE | $7,750 | $4,454+74.0% | $4,175+85.6% | $6,507+19.1% |
| Admin fee / account holder | $9,857 | $5,568+77.0% | $5,349+84.3% | $12,624-21.9% |