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 | $319,309 | $112,881+182.9% | $90,951+251.1% | $158,922+100.9% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 16.10% | 215.79%-199.7pp | 134.60%-118.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,276 | $2,893+13.2% | $2,122+54.4% | $4,761-31.2% |
| Participant deferral / active EE | $10,493 | $4,128+154.2% | $3,373+211.1% | $5,982+75.4% |
| Admin fee / account holder | $13,607 | $8,041+69.2% | $5,959+128.4% | $11,246+21.0% |