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 | $344,190 | $85,766+301.3% | $136,294+152.5% | $70,131+390.8% |
| Participation rate | 21.1% | 74.2%-53.1pp | 81.9%-60.9pp | 69.5%-48.5pp |
| Annual return | 18.26% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $7,293 | $2,966+145.9% | $4,695+55.3% | $2,342+211.4% |
| Participant deferral / active EE | $8,516 | $5,051+68.6% | $6,247+36.3% | $3,332+155.6% |
| Admin fee / account holder | $5,319 | $5,420-1.9% | $9,243-42.5% | $4,645+14.5% |