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 | $274,630 | $127,386+115.6% | $115,037+138.7% | $125,391+119.0% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 3.85% | 31.28%-27.4pp | 26.14%-22.3pp | 282.22%-278.4pp |
| Employer contribution / active EE | $9,175 | $5,166+77.6% | $4,608+99.1% | $4,866+88.5% |
| Participant deferral / active EE | $3,127 | $6,423-51.3% | $6,026-48.1% | $5,352-41.6% |
| Admin fee / account holder | $1,400 | $9,516-85.3% | $8,175-82.9% | $9,540-85.3% |