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 | $370,805 | $177,572+108.8% | $154,803+139.5% | $142,382+160.4% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.1%-61.4pp | 80.1%-63.5pp |
| Annual return | 16.30% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,121 | $4,810-76.7% | $4,305-74.0% | $4,299-73.9% |
| Participant deferral / active EE | $5,239 | $6,272-16.5% | $5,540-5.4% | $6,507-19.5% |
| Admin fee / account holder | $5,658 | $16,786-66.3% | $14,329-60.5% | $12,624-55.2% |