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 | $276,547 | $127,065+117.6% | $113,168+144.4% | $142,382+94.2% |
| Participation rate | 45.5% | 79.2%-33.8pp | 76.6%-31.1pp | 80.1%-34.7pp |
| Annual return | 14.58% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,529 | $3,442-26.5% | $2,975-15.0% | $4,299-41.2% |
| Participant deferral / active EE | $10,219 | $5,716+78.8% | $5,107+100.1% | $6,507+57.0% |
| Admin fee / account holder | $5,157 | $15,736-67.2% | $12,068-57.3% | $12,624-59.1% |