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 4-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 | $1,120,487 | $209,336+435.3% | $197,124+468.4% | $137,256+716.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 16.47% | 48.09%-31.6pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,922 | $6,591-10.2% | $6,227-4.9% | $4,156+42.5% |
| Participant deferral / active EE | $11,750 | $9,614+22.2% | $9,135+28.6% | $6,407+83.4% |
| Admin fee / account holder | $5,396 | $17,308-68.8% | $16,298-66.9% | $12,270-56.0% |