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 | $441,452 | $149,734+194.8% | $118,925+271.2% | $158,922+177.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 10.54% | 19.95%-9.4pp | 35.88%-25.3pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,814 | $4,115-55.9% | $3,263-44.4% | $4,761-61.9% |
| Participant deferral / active EE | $13,000 | $5,223+148.9% | $4,265+204.8% | $5,982+117.3% |
| Admin fee / account holder | $1,083 | $8,603-87.4% | $6,581-83.5% | $11,246-90.4% |