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 | $924,929 | $117,983+684.0% | $101,794+808.6% | $142,382+549.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 20.06% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $813 | $2,773-70.7% | $2,289-64.5% | $4,299-81.1% |
| Participant deferral / active EE | $1,917 | $4,714-59.3% | $4,084-53.1% | $6,507-70.5% |
| Admin fee / account holder | $2,056 | $10,433-80.3% | $8,777-76.6% | $12,624-83.7% |