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 | $260,376 | $93,071+179.8% | $74,583+249.1% | $273,961-5.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 6.97% | 26.18%-19.2pp | 20.47%-13.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,734 | $3,160-45.1% | $2,525-31.3% | $4,869-64.4% |
| Participant deferral / active EE | $6,328 | $4,160+52.1% | $3,458+83.0% | $5,287+19.7% |
| Admin fee / account holder | $597 | $5,272-88.7% | $4,138-85.6% | $10,132-94.1% |