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 | $1,045,803 | $154,228+578.1% | $145,433+619.1% | $137,256+661.9% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 20.51% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $908 | $4,804-81.1% | $4,554-80.1% | $4,156-78.2% |
| Participant deferral / active EE | $5,630 | $8,216-31.5% | $7,897-28.7% | $6,407-12.1% |
| Admin fee / account holder | $918 | $14,344-93.6% | $13,129-93.0% | $12,270-92.5% |