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 | $474,285 | $87,166+444.1% | $76,735+518.1% | $137,256+245.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 17.30% | 26.50%-9.2pp | 29.77%-12.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $569 | $2,904-80.4% | $2,454-76.8% | $4,156-86.3% |
| Participant deferral / active EE | $7,859 | $4,726+66.3% | $4,088+92.3% | $6,407+22.7% |
| Admin fee / account holder | $23,174 | $8,403+175.8% | $7,189+222.3% | $12,270+88.9% |