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 | $258,220 | $65,561+293.9% | $86,188+199.6% | $75,163+243.5% |
| Participation rate | 21.8% | 60.5%-38.7pp | 69.0%-47.1pp | 67.2%-45.4pp |
| Annual return | 15.35% | 46.05%-30.7pp | 1168.45%-1153.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $820 | $1,553-47.2% | $2,380-65.5% | $2,670-69.3% |
| Participant deferral / active EE | $3,545 | $3,024+17.3% | $3,985-11.0% | $4,125-14.1% |
| Admin fee / account holder | $2,259 | $5,474-58.7% | $6,852-67.0% | $5,651-60.0% |