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 | $298,119 | $105,630+182.2% | $87,507+240.7% | $273,961+8.8% |
| Participation rate | 64.7% | 78.2%-13.5pp | 73.8%-9.1pp | 83.0%-18.3pp |
| Annual return | 5.42% | 12.25%-6.8pp | 12.21%-6.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,639 | $3,141-47.8% | $2,550-35.7% | $4,869-66.3% |
| Participant deferral / active EE | $2,998 | $3,601-16.7% | $3,149-4.8% | $5,287-43.3% |
| Admin fee / account holder | $792 | $4,781-83.4% | $4,221-81.2% | $10,132-92.2% |