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 | $344,224 | $113,339+203.7% | $94,993+262.4% | $147,584+133.2% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 15.10% | 20.77%-5.7pp | 27.12%-12.0pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,015 | $3,160-36.2% | $2,603-22.6% | $4,876-58.7% |
| Participant deferral / active EE | $3,445 | $3,777-8.8% | $3,317+3.9% | $5,439-36.7% |
| Admin fee / account holder | $6,364 | $6,063+5.0% | $4,960+28.3% | $10,885-41.5% |