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 | $263,956 | $117,841+124.0% | $102,423+157.7% | $145,922+80.9% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 21.99% | 31.65%-9.7pp | 29.32%-7.3pp | 561.29%-539.3pp |
| Employer contribution / active EE | $5,519 | $3,615+52.7% | $3,023+82.5% | $4,660+18.4% |
| Participant deferral / active EE | $8,213 | $5,731+43.3% | $5,053+62.5% | $6,688+22.8% |
| Admin fee / account holder | $3,432 | $13,326-74.2% | $9,451-63.7% | $13,397-74.4% |