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 | $318,868 | $106,890+198.3% | $84,015+279.5% | $152,861+108.6% |
| Participation rate | 36.4% | 75.2%-38.9pp | 69.0%-32.6pp | 82.4%-46.1pp |
| Annual return | 21.17% | 104.99%-83.8pp | 71.31%-50.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,402 | $2,734-48.7% | $1,983-29.3% | $4,762-70.6% |
| Participant deferral / active EE | $4,794 | $4,011+19.5% | $3,239+48.0% | $5,850-18.1% |
| Admin fee / account holder | $1,606 | $8,285-80.6% | $6,101-73.7% | $11,596-86.2% |