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 | $261,340 | $95,971+172.3% | $74,550+250.6% | $135,375+93.0% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | 3.97% | 56.96%-53.0pp | 32.53%-28.6pp | 519.73%-515.8pp |
| Employer contribution / active EE | $1,715 | $2,716-36.9% | $1,961-12.6% | $4,779-64.1% |
| Participant deferral / active EE | $2,298 | $3,843-40.2% | $3,108-26.1% | $5,609-59.0% |
| Admin fee / account holder | $3,467 | $6,522-46.8% | $5,060-31.5% | $10,827-68.0% |