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 | $383,456 | $124,425+208.2% | $112,040+242.2% | $137,256+179.4% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.5%-39.0pp | 80.0%-42.5pp |
| Annual return | 19.45% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,086 | $3,411-38.9% | $2,954-29.4% | $4,156-49.8% |
| Participant deferral / active EE | $6,525 | $5,718+14.1% | $5,098+28.0% | $6,407+1.8% |
| Admin fee / account holder | $18,325 | $15,207+20.5% | $12,098+51.5% | $12,270+49.3% |