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 | $260,077 | $86,286+201.4% | $111,297+133.7% | $85,850+202.9% |
| Participation rate | 22.1% | 73.3%-51.3pp | 77.3%-55.2pp | 69.3%-47.2pp |
| Annual return | 26.79% | 19.99%+6.8pp | 54.65%-27.9pp | 318.53%-291.7pp |
| Employer contribution / active EE | $1,717 | $2,043-16.0% | $2,731-37.1% | $2,565-33.1% |
| Participant deferral / active EE | $3,738 | $3,641+2.7% | $4,487-16.7% | $3,952-5.4% |
| Admin fee / account holder | $7,226 | $8,188-11.7% | $7,964-9.3% | $6,260+15.4% |