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 | $438,415 | $115,882+278.3% | $100,516+336.2% | $158,922+175.9% |
| Participation rate | 25.0% | 81.6%-56.6pp | 79.4%-54.4pp | 82.0%-57.0pp |
| Annual return | 19.20% | 34.79%-15.6pp | 30.89%-11.7pp | 302.83%-283.6pp |
| Employer contribution / active EE | $623 | $4,103-84.8% | $3,418-81.8% | $4,761-86.9% |
| Participant deferral / active EE | $2,099 | $6,674-68.5% | $6,270-66.5% | $5,982-64.9% |
| Admin fee / account holder | $1,697 | $10,995-84.6% | $8,081-79.0% | $11,246-84.9% |