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 | $413,044 | $118,427+248.8% | $66,042+525.4% | $142,382+190.1% |
| Participation rate | 44.4% | 68.1%-23.7pp | 67.5%-23.1pp | 80.1%-35.7pp |
| Annual return | 20.79% | 35.57%-14.8pp | 52.11%-31.3pp | 217.08%-196.3pp |
| Employer contribution / active EE | $806 | $2,570-68.6% | $1,579-49.0% | $4,299-81.2% |
| Participant deferral / active EE | $5,900 | $4,311+36.9% | $2,835+108.1% | $6,507-9.3% |
| Admin fee / account holder | $9,650 | $9,593+0.6% | $5,747+67.9% | $12,624-23.6% |