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 | $294,203 | $140,940+108.7% | $112,229+162.1% | $139,434+111.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 18.52% | 32.71%-14.2pp | 30.20%-11.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $10,741 | $4,283+150.8% | $3,430+213.1% | $4,751+126.1% |
| Participant deferral / active EE | $20,140 | $5,874+242.9% | $4,798+319.8% | $6,710+200.1% |
| Admin fee / account holder | $2,161 | $9,954-78.3% | $7,748-72.1% | $11,403-81.0% |