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 | $267,357 | $107,452+148.8% | $91,541+192.1% | $142,382+87.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 15.75% | 22.06%-6.3pp | 20.50%-4.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,176 | $2,994+39.5% | $2,505+66.7% | $4,299-2.9% |
| Participant deferral / active EE | $11,075 | $4,754+133.0% | $4,008+176.3% | $6,507+70.2% |
| Admin fee / account holder | $2,194 | $8,834-75.2% | $6,956-68.5% | $12,624-82.6% |