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 | $335,280 | $110,261+204.1% | $95,745+250.2% | $139,434+140.5% |
| Participation rate | 53.8% | 75.8%-21.9pp | 72.3%-18.4pp | 80.3%-26.5pp |
| Annual return | 16.06% | 27.11%-11.1pp | 28.35%-12.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,935 | $3,257-9.9% | $2,835+3.6% | $4,751-38.2% |
| Participant deferral / active EE | $6,474 | $4,676+38.5% | $4,245+52.5% | $6,710-3.5% |
| Admin fee / account holder | $12,872 | $6,613+94.6% | $5,678+126.7% | $11,403+12.9% |