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 | $331,342 | $106,890+210.0% | $84,015+294.4% | $152,861+116.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 15.25% | 104.99%-89.7pp | 71.31%-56.1pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,395 | $2,734-49.0% | $1,983-29.7% | $4,762-70.7% |
| Participant deferral / active EE | $7,502 | $4,011+87.0% | $3,239+131.7% | $5,850+28.2% |
| Admin fee / account holder | $2,684 | $8,285-67.6% | $6,101-56.0% | $11,596-76.9% |