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 | $312,586 | $103,376+202.4% | $87,100+258.9% | $152,861+104.5% |
| Participation rate | 68.4% | 79.3%-10.9pp | 76.9%-8.4pp | 82.4%-14.0pp |
| Annual return | 22.52% | 28.10%-5.6pp | 28.19%-5.7pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,625 | $3,220-18.5% | $2,521+4.1% | $4,762-44.9% |
| Participant deferral / active EE | $4,492 | $4,778-6.0% | $4,049+11.0% | $5,850-23.2% |
| Admin fee / account holder | $21,115 | $12,205+73.0% | $7,497+181.7% | $11,596+82.1% |