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 | $267,225 | $117,983+126.5% | $101,794+162.5% | $142,382+87.7% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.2%-8.1pp | 80.1%-19.0pp |
| Annual return | 11.60% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,382 | $2,773-50.2% | $2,289-39.6% | $4,299-67.9% |
| Participant deferral / active EE | $2,515 | $4,714-46.6% | $4,084-38.4% | $6,507-61.4% |
| Admin fee / account holder | $11,514 | $10,433+10.4% | $8,777+31.2% | $12,624-8.8% |