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 | $348,062 | $60,349+476.7% | $74,183+369.2% | $62,891+453.4% |
| Participation rate | 9.2% | 72.7%-63.5pp | 76.6%-67.4pp | 69.3%-60.1pp |
| Annual return | 9.71% | 21.37%-11.7pp | 17.74%-8.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $424 | $1,680-74.8% | $2,370-82.1% | $2,281-81.4% |
| Participant deferral / active EE | $1,297 | $2,856-54.6% | $3,550-63.5% | $3,203-59.5% |
| Admin fee / account holder | $11,257 | $4,261+164.2% | $5,586+101.5% | $4,296+162.1% |