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 | $296,284 | $163,101+81.7% | $136,749+116.7% | $142,382+108.1% |
| Participation rate | 28.6% | 78.2%-49.7pp | 72.1%-43.6pp | 80.1%-51.5pp |
| Annual return | 15.30% | 27.54%-12.2pp | 24.33%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,308 | $4,117-43.9% | $3,400-32.1% | $4,299-46.3% |
| Participant deferral / active EE | $8,842 | $5,585+58.3% | $4,692+88.4% | $6,507+35.9% |
| Admin fee / account holder | $1,597 | $14,318-88.8% | $11,386-86.0% | $12,624-87.4% |