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 | $254,078 | $114,381+122.1% | $107,525+136.3% | $142,382+78.4% |
| Participation rate | 39.1% | 78.1%-39.0pp | 75.1%-35.9pp | 80.1%-41.0pp |
| Annual return | 11.92% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,698 | $4,015-57.7% | $3,754-54.8% | $4,299-60.5% |
| Participant deferral / active EE | $3,268 | $5,564-41.3% | $5,116-36.1% | $6,507-49.8% |
| Admin fee / account holder | $1,186 | $9,860-88.0% | $8,919-86.7% | $12,624-90.6% |