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 | $302,723 | $29,660+920.7% | $56,411+436.6% | $80,856+274.4% |
| Participation rate | 40.6% | 41.6%-1.0pp | 52.5%-11.8pp | 67.6%-27.0pp |
| Annual return | 13.86% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,213 | $669+230.6% | $1,039+113.0% | $2,755-19.7% |
| Participant deferral / active EE | $3,735 | $1,226+204.7% | $1,952+91.4% | $4,296-13.0% |
| Admin fee / account holder | $6,783 | $2,428+179.4% | $2,829+139.8% | $6,918-2.0% |