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 | $407,743 | $95,880+325.3% | $107,525+279.2% | $85,563+376.5% |
| Participation rate | 13.4% | 70.1%-56.8pp | 75.1%-61.7pp | 66.0%-52.6pp |
| Annual return | 15.17% | 68.06%-52.9pp | 181.32%-166.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $766 | $3,812-79.9% | $3,754-79.6% | $2,654-71.1% |
| Participant deferral / active EE | $1,991 | $4,201-52.6% | $5,116-61.1% | $4,375-54.5% |
| Admin fee / account holder | $11,877 | $1,025+1058.2% | $8,919+33.2% | $834+1323.8% |