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 | $302,922 | $112,729+168.7% | $98,716+206.9% | $137,256+120.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 16.93% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,095 | $2,725-59.8% | $2,279-51.9% | $4,156-73.7% |
| Participant deferral / active EE | $2,933 | $4,640-36.8% | $4,048-27.5% | $6,407-54.2% |
| Admin fee / account holder | $4,734 | $10,129-53.3% | $8,703-45.6% | $12,270-61.4% |