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 | $512,203 | $163,101+214.0% | $136,749+274.6% | $142,382+259.7% |
| Participation rate | 33.3% | 78.2%-44.9pp | 72.1%-38.8pp | 80.1%-46.8pp |
| Annual return | 12.98% | 27.54%-14.6pp | 24.33%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,211 | $4,117-70.6% | $3,400-64.4% | $4,299-71.8% |
| Participant deferral / active EE | $3,689 | $5,585-33.9% | $4,692-21.4% | $6,507-43.3% |
| Admin fee / account holder | $4,429 | $14,318-69.1% | $11,386-61.1% | $12,624-64.9% |