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 | $292,838 | $124,881+134.5% | $209,409+39.8% | $116,875+150.6% |
| Participation rate | 48.3% | 75.8%-27.5pp | 80.4%-32.1pp | 74.5%-26.3pp |
| Annual return | 15.70% | 14.56%+1.1pp | 159.49%-143.8pp | 16.29%-0.6pp |
| Employer contribution / active EE | $1,472 | $2,588-43.1% | $5,035-70.8% | $3,288-55.2% |
| Participant deferral / active EE | $4,328 | $3,793+14.1% | $4,230+2.3% | $3,885+11.4% |
| Admin fee / account holder | $2,734 | $12,933-78.9% | $16,474-83.4% | $12,263-77.7% |