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 | $328,759 | $80,968+306.0% | $96,544+240.5% | $75,163+337.4% |
| Participation rate | 28.6% | 71.8%-43.2pp | 76.0%-47.4pp | 67.2%-38.6pp |
| Annual return | 23.70% | 27.06%-3.4pp | 25.84%-2.1pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,501 | $2,282-34.2% | $2,965-49.4% | $2,670-43.8% |
| Participant deferral / active EE | $3,691 | $3,928-6.0% | $4,851-23.9% | $4,125-10.5% |
| Admin fee / account holder | $33,839 | $6,724+403.2% | $8,252+310.1% | $5,651+498.8% |