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 | $265,425 | $91,552+189.9% | $133,956+98.1% | $79,858+232.4% |
| Participation rate | 41.2% | 73.3%-32.2pp | 79.8%-38.7pp | 69.6%-28.5pp |
| Annual return | 15.00% | 61.85%-46.8pp | 45.09%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,574 | $3,733-31.0% | $5,048-49.0% | $3,740-31.2% |
| Admin fee / account holder | $1,927 | $6,321-69.5% | $8,927-78.4% | $5,306-63.7% |