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 | $470,415 | $159,602+194.7% | $150,045+213.5% | $142,382+230.4% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.3%-57.3pp | 80.1%-55.1pp |
| Annual return | 18.09% | 70.24%-52.1pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,148 | $4,961-76.9% | $4,693-75.5% | $4,299-73.3% |
| Participant deferral / active EE | $2,553 | $8,310-69.3% | $7,997-68.1% | $6,507-60.8% |
| Admin fee / account holder | $8,487 | $14,846-42.8% | $13,435-36.8% | $12,624-32.8% |