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 | $345,885 | $117,983+193.2% | $101,794+239.8% | $142,382+142.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 18.63% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,191 | $2,773-57.0% | $2,289-48.0% | $4,299-72.3% |
| Participant deferral / active EE | $3,738 | $4,714-20.7% | $4,084-8.5% | $6,507-42.6% |
| Admin fee / account holder | $2,169 | $10,433-79.2% | $8,777-75.3% | $12,624-82.8% |