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 | $266,306 | $111,754+138.3% | $103,333+157.7% | $145,922+82.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.48% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,263 | $4,212-46.3% | $3,868-41.5% | $4,660-51.4% |
| Participant deferral / active EE | $4,344 | $5,619-22.7% | $5,057-14.1% | $6,688-35.0% |
| Admin fee / account holder | $20,402 | $9,750+109.2% | $8,355+144.2% | $13,397+52.3% |