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 | $303,830 | $86,922+249.5% | $102,438+196.6% | $80,874+275.7% |
| Participation rate | 54.2% | 72.4%-18.2pp | 76.5%-22.3pp | 67.6%-13.5pp |
| Annual return | 15.55% | 18.90%-3.3pp | 29.37%-13.8pp | 35.62%-20.1pp |
| Employer contribution / active EE | $1,713 | $2,369-27.7% | $3,024-43.3% | $2,756-37.8% |
| Participant deferral / active EE | $4,790 | $4,119+16.3% | $5,054-5.2% | $4,297+11.5% |
| Admin fee / account holder | $9,344 | $8,050+16.1% | $9,448-1.1% | $6,935+34.7% |