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 | $277,135 | $90,503+206.2% | $78,689+252.2% | $273,961+1.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.47% | 75.60%-69.1pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,142 | $3,176-1.0% | $2,851+10.2% | $4,869-35.5% |
| Participant deferral / active EE | $6,556 | $3,901+68.0% | $3,517+86.4% | $5,287+24.0% |
| Admin fee / account holder | $2,181 | $5,263-58.6% | $4,510-51.7% | $10,132-78.5% |