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 | $312,009 | $98,750+216.0% | $149,696+108.4% | $79,858+290.7% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 15.42% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,137 | $3,216-2.5% | $4,644-32.4% | $2,471+27.0% |
| Participant deferral / active EE | $5,145 | $5,680-9.4% | $6,842-24.8% | $3,740+37.6% |
| Admin fee / account holder | $7,344 | $6,053+21.3% | $9,309-21.1% | $5,306+38.4% |