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 | $296,234 | $176,377+68.0% | $134,143+120.8% | $158,922+86.4% |
| Participation rate | 37.5% | 78.7%-41.2pp | 72.2%-34.7pp | 82.0%-44.5pp |
| Annual return | 15.78% | 63.63%-47.8pp | 36.33%-20.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,168 | $5,040-76.8% | $3,704-68.5% | $4,761-75.5% |
| Participant deferral / active EE | $5,887 | $4,091+43.9% | $3,499+68.2% | $5,982-1.6% |
| Admin fee / account holder | $11,667 | $8,718+33.8% | $6,684+74.5% | $11,246+3.7% |