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 | $434,908 | $104,974+314.3% | $95,585+355.0% | $142,382+205.5% |
| Participation rate | 40.9% | 75.0%-34.1pp | 72.1%-31.2pp | 80.1%-39.2pp |
| Annual return | 16.01% | 210.33%-194.3pp | 38.56%-22.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,486 | $2,779-10.5% | $2,527-1.6% | $4,299-42.2% |
| Participant deferral / active EE | $5,530 | $4,352+27.1% | $4,023+37.5% | $6,507-15.0% |
| Admin fee / account holder | $12,883 | $6,386+101.7% | $6,127+110.3% | $12,624+2.1% |