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 4-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 | $290,402 | $117,859+146.4% | $102,438+183.5% | $145,959+99.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 9.28% | 31.72%-22.4pp | 29.37%-20.1pp | 561.95%-552.7pp |
| Employer contribution / active EE | $1,542 | $3,615-57.3% | $3,024-49.0% | $4,661-66.9% |
| Participant deferral / active EE | $1,928 | $5,732-66.4% | $5,054-61.9% | $6,689-71.2% |
| Admin fee / account holder | $1,229 | $13,318-90.8% | $9,448-87.0% | $13,398-90.8% |