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 | $266,822 | $154,117+73.1% | $129,995+105.3% | $139,434+91.4% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.5%-19.7pp | 80.3%-21.5pp |
| Annual return | 17.49% | 32.48%-15.0pp | -137.18%+154.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,590 | $5,289-69.9% | $4,320-63.2% | $4,751-66.5% |
| Participant deferral / active EE | $5,299 | $6,710-21.0% | $5,820-9.0% | $6,710-21.0% |
| Admin fee / account holder | $8,821 | $14,007-37.0% | $10,614-16.9% | $11,403-22.6% |