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 | $365,566 | $112,729+224.3% | $98,716+270.3% | $137,256+166.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 16.68% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,490 | $2,725-45.3% | $2,279-34.6% | $4,156-64.1% |
| Participant deferral / active EE | $4,835 | $4,640+4.2% | $4,048+19.4% | $6,407-24.5% |
| Admin fee / account holder | $1,148 | $10,129-88.7% | $8,703-86.8% | $12,270-90.6% |