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 | $351,367 | $57,590+510.1% | $86,233+307.5% | $82,448+326.2% |
| Participation rate | 14.3% | 57.9%-43.6pp | 69.0%-54.7pp | 68.1%-53.8pp |
| Annual return | 14.51% | 22.41%-7.9pp | 61.39%-46.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $315 | $1,655-81.0% | $2,504-87.4% | $2,551-87.7% |
| Participant deferral / active EE | $1,019 | $3,080-66.9% | $4,559-77.7% | $4,139-75.4% |
| Admin fee / account holder | $2,912 | $4,730-38.4% | $8,342-65.1% | $7,234-59.8% |