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 | $284,409 | $106,584+166.8% | $101,326+180.7% | $142,382+99.8% |
| Participation rate | 38.5% | 82.7%-44.2pp | 81.5%-43.0pp | 80.1%-41.7pp |
| Annual return | 14.83% | 36.93%-22.1pp | 36.82%-22.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,606 | $3,956-8.9% | $3,665-1.6% | $4,299-16.1% |
| Participant deferral / active EE | $5,707 | $8,297-31.2% | $7,994-28.6% | $6,507-12.3% |
| Admin fee / account holder | $3,206 | $11,446-72.0% | $11,185-71.3% | $12,624-74.6% |