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 | $306,718 | $81,248+277.5% | $155,509+97.2% | $80,856+279.3% |
| Participation rate | 23.1% | 66.2%-43.2pp | 78.2%-55.1pp | 67.6%-44.6pp |
| Annual return | 39.49% | 33.31%+6.2pp | 64.67%-25.2pp | 35.59%+3.9pp |
| Employer contribution / active EE | $792 | $3,100-74.5% | $4,672-83.1% | $2,755-71.3% |
| Participant deferral / active EE | $2,228 | $3,452-35.5% | $5,626-60.4% | $4,296-48.1% |
| Admin fee / account holder | $2,526 | $7,997-68.4% | $15,912-84.1% | $6,918-63.5% |