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 | $272,911 | $54,705+398.9% | $71,209+283.3% | $84,808+221.8% |
| Participation rate | 22.2% | 64.1%-41.8pp | 73.8%-51.5pp | 68.3%-46.1pp |
| Annual return | 14.90% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $815 | $2,158-62.2% | $2,721-70.1% | $2,631-69.0% |
| Participant deferral / active EE | $4,264 | $3,030+40.7% | $4,175+2.1% | $4,212+1.2% |
| Admin fee / account holder | $1,186 | $4,863-75.6% | $5,349-77.8% | $7,344-83.8% |