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 | $424,296 | $176,812+140.0% | $146,665+189.3% | $167,490+153.3% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 31.43% | 24.03%+7.4pp | 22.74%+8.7pp | 478.56%-447.1pp |
| Employer contribution / active EE | $1,124 | $5,160-78.2% | $4,136-72.8% | $4,837-76.8% |
| Participant deferral / active EE | $5,272 | $6,440-18.1% | $5,506-4.2% | $6,341-16.9% |
| Admin fee / account holder | $1,741 | $13,259-86.9% | $10,280-83.1% | $12,309-85.9% |