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 | $324,943 | $112,729+188.3% | $98,716+229.2% | $137,256+136.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 16.25% | 38.48%-22.2pp | 31.81%-15.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,893 | $2,725+42.8% | $2,279+70.8% | $4,156-6.3% |
| Participant deferral / active EE | $5,788 | $4,640+24.7% | $4,048+43.0% | $6,407-9.7% |
| Admin fee / account holder | $1,441 | $10,129-85.8% | $8,703-83.4% | $12,270-88.3% |