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 | $264,241 | $163,101+62.0% | $136,749+93.2% | $142,382+85.6% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 19.27% | 27.54%-8.3pp | 24.33%-5.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,660 | $4,117+37.5% | $3,400+66.5% | $4,299+31.7% |
| Participant deferral / active EE | $9,351 | $5,585+67.4% | $4,692+99.3% | $6,507+43.7% |
| Admin fee / account holder | $2,781 | $14,318-80.6% | $11,386-75.6% | $12,624-78.0% |