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 | $326,876 | $71,050+360.1% | $93,606+249.2% | $80,856+304.3% |
| Participation rate | 17.2% | 60.4%-43.2pp | 68.7%-51.5pp | 67.6%-50.5pp |
| Annual return | 11.65% | 11.26%+0.4pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $868 | $1,564-44.5% | $2,420-64.1% | $2,755-68.5% |
| Participant deferral / active EE | $2,699 | $4,034-33.1% | $4,411-38.8% | $4,296-37.2% |
| Admin fee / account holder | $13,656 | $6,945+96.6% | $8,285+64.8% | $6,918+97.4% |