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 | $252,245 | $104,907+140.4% | $84,611+198.1% | $152,861+65.0% |
| Participation rate | 22.2% | 74.8%-52.6pp | 68.2%-46.0pp | 82.4%-60.2pp |
| Annual return | 17.54% | 373.79%-356.2pp | 258.74%-241.2pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,711 | $3,302-48.2% | $2,652-35.5% | $4,762-64.1% |
| Participant deferral / active EE | $2,816 | $4,688-39.9% | $3,899-27.8% | $5,850-51.9% |
| Admin fee / account holder | $9,809 | $6,241+57.2% | $4,912+99.7% | $11,596-15.4% |