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 | $303,877 | $127,065+139.2% | $113,168+168.5% | $142,382+113.4% |
| Participation rate | 41.2% | 79.2%-38.0pp | 76.6%-35.4pp | 80.1%-38.9pp |
| Annual return | 16.19% | 24.03%-7.8pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,882 | $3,442+99.9% | $2,975+131.3% | $4,299+60.1% |
| Participant deferral / active EE | $4,836 | $5,716-15.4% | $5,107-5.3% | $6,507-25.7% |
| Admin fee / account holder | $1,829 | $15,736-88.4% | $12,068-84.8% | $12,624-85.5% |