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 | $370,770 | $111,754+231.8% | $103,333+258.8% | $145,922+154.1% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.0pp |
| Annual return | 13.91% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $10,673 | $4,212+153.4% | $3,868+175.9% | $4,660+129.1% |
| Participant deferral / active EE | $6,597 | $5,619+17.4% | $5,057+30.4% | $6,688-1.4% |
| Admin fee / account holder | $2,416 | $9,750-75.2% | $8,355-71.1% | $13,397-82.0% |