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 9-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 | $366,686 | $80,717+354.3% | $154,803+136.9% | $84,808+332.4% |
| Participation rate | 37.5% | 66.8%-29.3pp | 78.1%-40.6pp | 68.3%-30.8pp |
| Annual return | 22.53% | 37.96%-15.4pp | 58.88%-36.4pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,048 | $2,761-62.1% | $4,305-75.7% | $2,631-60.2% |
| Participant deferral / active EE | $3,630 | $3,303+9.9% | $5,540-34.5% | $4,212-13.8% |
| Admin fee / account holder | $852 | $6,746-87.4% | $14,329-94.1% | $7,344-88.4% |