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 | $121,719+140.6% | $210,053+39.4% | $116,462+151.4% |
| Participation rate | 48.3% | 76.0%-27.7pp | 80.8%-32.5pp | 74.7%-26.4pp |
| Annual return | 15.70% | 14.29%+1.4pp | 232.76%-217.1pp | 15.65%+0.1pp |
| Employer contribution / active EE | $1,472 | $2,386-38.3% | $4,521-67.5% | $3,231-54.5% |
| Participant deferral / active EE | $4,328 | $3,917+10.5% | $4,238+2.1% | $3,836+12.8% |
| Admin fee / account holder | $2,734 | $13,730-80.1% | $16,990-83.9% | $12,754-78.6% |