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 | $260,162 | $71,050+266.2% | $93,606+177.9% | $80,856+221.8% |
| Participation rate | 22.2% | 60.4%-38.2pp | 68.7%-46.5pp | 67.6%-45.4pp |
| Annual return | 30.13% | 11.26%+18.9pp | 133.20%-103.1pp | 35.59%-5.5pp |
| Employer contribution / active EE | $2,355 | $1,564+50.6% | $2,420-2.7% | $2,755-14.5% |
| Participant deferral / active EE | $2,484 | $4,034-38.4% | $4,411-43.7% | $4,296-42.2% |
| Admin fee / account holder | $5,843 | $6,945-15.9% | $8,285-29.5% | $6,918-15.5% |