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 | $383,011 | $102,616+273.2% | $81,983+367.2% | $158,922+141.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 14.67% | 61.04%-46.4pp | 41.31%-26.6pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,867 | $3,240-42.4% | $2,498-25.3% | $4,761-60.8% |
| Participant deferral / active EE | $2,586 | $4,648-44.4% | $3,722-30.5% | $5,982-56.8% |
| Admin fee / account holder | $4,703 | $8,235-42.9% | $5,664-17.0% | $11,246-58.2% |