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 | $329,828 | $99,921+230.1% | $85,009+288.0% | $145,959+126.0% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 20.87% | 83.89%-63.0pp | 66.47%-45.6pp | 561.95%-541.1pp |
| Employer contribution / active EE | $622 | $3,233-80.8% | $2,728-77.2% | $4,661-86.6% |
| Participant deferral / active EE | $6,000 | $5,293+13.4% | $4,522+32.7% | $6,689-10.3% |
| Admin fee / account holder | $3,796 | $7,252-47.7% | $6,153-38.3% | $13,398-71.7% |