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 | $348,630 | $179,726+94.0% | $156,263+123.1% | $142,382+144.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.9%-38.9pp | 80.1%-40.1pp |
| Annual return | 13.20% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,999 | $5,069-40.8% | $4,333-30.8% | $4,299-30.2% |
| Participant deferral / active EE | $8,728 | $6,956+25.5% | $6,158+41.7% | $6,507+34.1% |
| Admin fee / account holder | $18,082 | $17,272+4.7% | $14,255+26.8% | $12,624+43.2% |