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 | $325,944 | $89,753+263.2% | $107,525+203.1% | $84,808+284.3% |
| Participation rate | 34.4% | 68.1%-33.7pp | 75.1%-40.7pp | 68.3%-33.9pp |
| Annual return | 20.06% | 29.48%-9.4pp | 181.32%-161.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $5,572 | $3,113+79.0% | $3,754+48.5% | $2,631+111.8% |
| Participant deferral / active EE | $3,400 | $4,056-16.2% | $5,116-33.5% | $4,212-19.3% |
| Admin fee / account holder | $670 | $7,222-90.7% | $8,919-92.5% | $7,344-90.9% |