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 | $87,166+271.0% | $76,735+321.5% | $137,256+135.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 18.95% | 26.50%-7.5pp | 29.77%-10.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,378 | $2,904+50.7% | $2,454+78.4% | $4,156+5.3% |
| Participant deferral / active EE | $7,476 | $4,726+58.2% | $4,088+82.9% | $6,407+16.7% |
| Admin fee / account holder | $2,019 | $8,403-76.0% | $7,189-71.9% | $12,270-83.5% |