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 | $433,330 | $127,264+240.5% | $109,895+294.3% | $167,490+158.7% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.2%-44.2pp | 82.1%-52.1pp |
| Annual return | 11.81% | 22.97%-11.2pp | 29.45%-17.6pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,182 | $3,322-64.4% | $2,842-58.4% | $4,837-75.6% |
| Participant deferral / active EE | $3,219 | $4,514-28.7% | $4,048-20.5% | $6,341-49.2% |
| Admin fee / account holder | $1,152 | $7,114-83.8% | $6,066-81.0% | $12,309-90.6% |