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 | $102,245+161.5% | $89,340+199.3% | $137,256+94.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 15.75% | 21.89%-6.1pp | 20.57%-4.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,176 | $2,529+65.1% | $2,231+87.2% | $4,156+0.5% |
| Participant deferral / active EE | $11,075 | $4,436+149.6% | $3,823+189.7% | $6,407+72.9% |
| Admin fee / account holder | $2,194 | $8,085-72.9% | $6,704-67.3% | $12,270-82.1% |