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 | $507,917 | $106,584+376.5% | $101,326+401.3% | $142,382+256.7% |
| Participation rate | 37.5% | 82.7%-45.2pp | 81.5%-44.0pp | 80.1%-42.6pp |
| Annual return | 14.68% | 36.93%-22.2pp | 36.82%-22.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,137 | $8,297-14.0% | $7,994-10.7% | $6,507+9.7% |
| Admin fee / account holder | $8,162 | $11,446-28.7% | $11,185-27.0% | $12,624-35.3% |