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 | $329,351 | $100,773+226.8% | $88,946+270.3% | $142,382+131.3% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.8%-13.3pp | 80.1%-24.6pp |
| Annual return | 12.63% | 70.18%-57.5pp | 57.82%-45.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,111 | $2,918-27.7% | $2,555-17.4% | $4,299-50.9% |
| Participant deferral / active EE | $5,659 | $5,230+8.2% | $4,581+23.5% | $6,507-13.0% |
| Admin fee / account holder | $7,078 | $9,693-27.0% | $8,261-14.3% | $12,624-43.9% |