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 | $266,583 | $77,314+244.8% | $177,989+49.8% | $80,856+229.7% |
| Participation rate | 14.8% | 65.7%-50.9pp | 77.1%-62.3pp | 67.6%-52.8pp |
| Annual return | 17.25% | 18.09%-0.8pp | 294.48%-277.2pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,858 | $4,411-35.2% | $6,276-54.5% | $4,296-33.5% |
| Admin fee / account holder | $3,041 | $7,191-57.7% | $10,363-70.7% | $6,918-56.0% |