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 | $572,330 | $124,319+360.4% | $111,297+414.2% | $167,490+241.7% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 14.90% | 37.44%-22.5pp | 54.65%-39.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $8,851 | $3,435+157.6% | $2,731+224.1% | $4,837+83.0% |
| Participant deferral / active EE | $6,822 | $5,180+31.7% | $4,487+52.0% | $6,341+7.6% |
| Admin fee / account holder | $84,184 | $10,618+692.8% | $7,964+957.1% | $12,309+583.9% |