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 | $282,922 | $169,032+67.4% | $129,207+119.0% | $145,922+93.9% |
| Participation rate | 36.4% | 76.4%-40.1pp | 69.6%-33.2pp | 80.3%-43.9pp |
| Annual return | 11.84% | 14330.11%-14318.3pp | 9417.33%-9405.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $490 | $5,537-91.1% | $4,153-88.2% | $4,660-89.5% |
| Participant deferral / active EE | $2,709 | $4,987-45.7% | $4,168-35.0% | $6,688-59.5% |
| Admin fee / account holder | $7,931 | $9,954-20.3% | $7,715+2.8% | $13,397-40.8% |