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 | $323,416 | $95,266+239.5% | $82,389+292.5% | $142,382+127.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 18.95% | 25.74%-6.8pp | 28.67%-9.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,378 | $2,991+46.4% | $2,517+73.9% | $4,299+1.8% |
| Participant deferral / active EE | $7,476 | $4,809+55.5% | $4,155+79.9% | $6,507+14.9% |
| Admin fee / account holder | $2,019 | $8,563-76.4% | $7,231-72.1% | $12,624-84.0% |