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 | $284,045 | $104,974+170.6% | $95,585+197.2% | $142,382+99.5% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.1%-34.6pp | 80.1%-42.6pp |
| Annual return | 24.07% | 210.33%-186.3pp | 38.56%-14.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,568 | $2,779-43.6% | $2,527-38.0% | $4,299-63.5% |
| Participant deferral / active EE | $8,155 | $4,352+87.4% | $4,023+102.7% | $6,507+25.3% |
| Admin fee / account holder | $2,207 | $6,386-65.4% | $6,127-64.0% | $12,624-82.5% |