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 | $314,580 | $89,753+250.5% | $107,525+192.6% | $84,808+270.9% |
| Participation rate | 35.5% | 68.1%-32.6pp | 75.1%-39.6pp | 68.3%-32.8pp |
| Annual return | 14.19% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,717 | $3,113-44.9% | $3,754-54.3% | $2,631-34.8% |
| Participant deferral / active EE | $3,174 | $4,056-21.8% | $5,116-38.0% | $4,212-24.6% |
| Admin fee / account holder | $18,536 | $7,222+156.7% | $8,919+107.8% | $7,344+152.4% |