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 | $410,550 | $86,929+372.3% | $102,423+300.8% | $80,856+407.8% |
| Participation rate | 28.6% | 72.4%-43.8pp | 76.5%-47.9pp | 67.6%-39.1pp |
| Annual return | 23.64% | 18.88%+4.8pp | 29.32%-5.7pp | 35.59%-12.0pp |
| Employer contribution / active EE | $1,394 | $2,369-41.2% | $3,023-53.9% | $2,755-49.4% |
| Participant deferral / active EE | $2,851 | $4,118-30.8% | $5,053-43.6% | $4,296-33.6% |
| Admin fee / account holder | $7,575 | $8,049-5.9% | $9,451-19.8% | $6,918+9.5% |