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 | $304,204 | $165,984+83.3% | $164,813+84.6% | $145,922+108.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.58% | 100.03%-83.4pp | 69.93%-53.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,481 | $5,273-71.9% | $4,341-65.9% | $4,660-68.2% |
| Participant deferral / active EE | $4,938 | $6,959-29.0% | $6,031-18.1% | $6,688-26.2% |
| Admin fee / account holder | $15,418 | $16,648-7.4% | $12,690+21.5% | $13,397+15.1% |