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 | $253,642 | $214,378+18.3% | $200,582+26.5% | $142,382+78.1% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 19.29% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,596 | $6,841-62.1% | $6,419-59.6% | $4,299-39.6% |
| Participant deferral / active EE | $6,874 | $9,865-30.3% | $9,331-26.3% | $6,507+5.6% |
| Admin fee / account holder | $1,440 | $17,692-91.9% | $16,305-91.2% | $12,624-88.6% |