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 | $327,250 | $108,172+202.5% | $77,482+322.4% | $158,922+105.9% |
| Participation rate | 9.1% | 64.4%-55.3pp | 54.2%-45.1pp | 82.0%-72.9pp |
| Annual return | 11.14% | 31.67%-20.5pp | 54.79%-43.6pp | 302.83%-291.7pp |
| Employer contribution / active EE | $293 | $1,325-77.9% | $986-70.3% | $4,761-93.8% |
| Participant deferral / active EE | $2,097 | $2,456-14.6% | $1,861+12.7% | $5,982-64.9% |
| Admin fee / account holder | $1,523 | $3,708-58.9% | $2,858-46.7% | $11,246-86.5% |