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 | $359,460 | $106,584+237.3% | $101,326+254.8% | $142,382+152.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 16.37% | 36.93%-20.6pp | 36.82%-20.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $9,707 | $3,956+145.4% | $3,665+164.8% | $4,299+125.8% |
| Participant deferral / active EE | $17,289 | $8,297+108.4% | $7,994+116.3% | $6,507+165.7% |
| Admin fee / account holder | $472 | $11,446-95.9% | $11,185-95.8% | $12,624-96.3% |