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 3-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 | $260,956 | $111,754+133.5% | $103,333+152.5% | $145,922+78.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.93% | 24.77%-7.8pp | 24.88%-8.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,241 | $4,212-23.1% | $3,868-16.2% | $4,660-30.4% |
| Participant deferral / active EE | $7,375 | $5,619+31.3% | $5,057+45.8% | $6,688+10.3% |
| Admin fee / account holder | $4,081 | $9,750-58.1% | $8,355-51.2% | $13,397-69.5% |