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 | $258,213 | $95,803+169.5% | $113,168+128.2% | $84,808+204.5% |
| Participation rate | 63.9% | 72.9%-9.0pp | 76.6%-12.7pp | 68.3%-4.4pp |
| Annual return | 13.33% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,786 | $2,360+18.0% | $2,975-6.4% | $2,631+5.9% |
| Participant deferral / active EE | $5,264 | $4,242+24.1% | $5,107+3.1% | $4,212+25.0% |
| Admin fee / account holder | $1,908 | $8,989-78.8% | $12,068-84.2% | $7,344-74.0% |