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 | $336,530 | $85,022+295.8% | $70,515+377.2% | $139,434+141.4% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 18.60% | 30.38%-11.8pp | 32.77%-14.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $16,462 | $3,909+321.1% | $2,973+453.6% | $4,751+246.5% |
| Participant deferral / active EE | $28,163 | $5,890+378.1% | $4,567+516.7% | $6,710+319.7% |
| Admin fee / account holder | $45,071 | $8,906+406.1% | $6,412+602.9% | $11,403+295.3% |