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 | $312,769 | $112,729+177.5% | $98,716+216.8% | $137,256+127.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 15.46% | 38.48%-23.0pp | 31.81%-16.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,839 | $2,725-32.5% | $2,279-19.3% | $4,156-55.8% |
| Participant deferral / active EE | $7,731 | $4,640+66.6% | $4,048+91.0% | $6,407+20.7% |
| Admin fee / account holder | $5,454 | $10,129-46.2% | $8,703-37.3% | $12,270-55.6% |