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 | $266,077 | $112,300+136.9% | $90,223+194.9% | $125,391+112.2% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.0%-12.4pp | 83.2%-16.5pp |
| Annual return | 2.11% | -0.57%+2.7pp | 1.31%+0.8pp | 282.22%-280.1pp |
| Employer contribution / active EE | $6,985 | $5,181+34.8% | $4,378+59.5% | $4,866+43.5% |
| Participant deferral / active EE | $2,402 | $6,733-64.3% | $5,792-58.5% | $5,352-55.1% |
| Admin fee / account holder | $7,496 | $10,990-31.8% | $7,406+1.2% | $9,540-21.4% |