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 | $360,016 | $107,934+233.6% | $91,989+291.4% | $152,861+135.5% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 24.07% | 89.24%-65.2pp | 69.02%-45.0pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,589 | $4,210-62.3% | $3,452-54.0% | $4,762-66.6% |
| Participant deferral / active EE | $4,101 | $6,364-35.6% | $5,923-30.8% | $5,850-29.9% |
| Admin fee / account holder | $3,871 | $10,520-63.2% | $7,743-50.0% | $11,596-66.6% |