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 | $440,338 | $150,197+193.2% | $120,368+265.8% | $145,959+201.7% |
| Participation rate | 37.5% | 78.8%-41.3pp | 71.9%-34.4pp | 80.3%-42.8pp |
| Annual return | 15.45% | 154.26%-138.8pp | 107.26%-91.8pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,401 | $4,350-67.8% | $3,465-59.6% | $4,661-69.9% |
| Participant deferral / active EE | $4,100 | $6,174-33.6% | $4,991-17.9% | $6,689-38.7% |
| Admin fee / account holder | $3,826 | $12,216-68.7% | $9,429-59.4% | $13,398-71.4% |