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 | $310,154 | $79,944+288.0% | $98,439+215.1% | $75,163+312.6% |
| Participation rate | 10.3% | 70.4%-60.1pp | 75.2%-64.9pp | 67.2%-56.9pp |
| Annual return | 13.95% | 19.75%-5.8pp | 21.16%-7.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,037 | $2,264-54.2% | $3,048-66.0% | $2,670-61.2% |
| Participant deferral / active EE | $2,574 | $3,752-31.4% | $4,738-45.7% | $4,125-37.6% |
| Admin fee / account holder | $25,811 | $6,840+277.4% | $8,948+188.5% | $5,651+356.8% |