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 | $51,638+428.5% | $68,368+299.2% | $82,448+231.0% |
| Participation rate | 22.2% | 63.6%-41.4pp | 73.8%-51.5pp | 68.1%-45.8pp |
| Annual return | 14.90% | 37.53%-22.6pp | 292.57%-277.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $815 | $2,047-60.2% | $2,649-69.2% | $2,551-68.1% |
| Participant deferral / active EE | $4,264 | $2,914+46.3% | $4,123+3.4% | $4,139+3.0% |
| Admin fee / account holder | $1,186 | $4,643-74.5% | $5,150-77.0% | $7,234-83.6% |