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 | $359,179 | $111,814+221.2% | $103,374+247.5% | $145,959+146.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 17.38% | 24.77%-7.4pp | 24.89%-7.5pp | 561.95%-544.6pp |
| Employer contribution / active EE | $3,384 | $4,214-19.7% | $3,869-12.5% | $4,661-27.4% |
| Participant deferral / active EE | $15,860 | $5,618+182.3% | $5,058+213.6% | $6,689+137.1% |
| Admin fee / account holder | $12,524 | $9,754+28.4% | $8,394+49.2% | $13,398-6.5% |