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 | $493,009 | $180,749+172.8% | $160,784+206.6% | $137,256+259.2% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 15.98% | 2234.46%-2218.5pp | 1803.92%-1787.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,134 | $4,155-72.7% | $3,733-69.6% | $4,156-72.7% |
| Participant deferral / active EE | $2,398 | $6,844-65.0% | $6,293-61.9% | $6,407-62.6% |
| Admin fee / account holder | $10,551 | $10,397+1.5% | $9,717+8.6% | $12,270-14.0% |