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 | $287,253 | $73,787+289.3% | $98,716+191.0% | $82,448+248.4% |
| Participation rate | 37.9% | 61.4%-23.5pp | 69.3%-31.4pp | 68.1%-30.1pp |
| Annual return | 17.20% | 18.57%-1.4pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,678 | $1,511+11.0% | $2,279-26.4% | $2,551-34.2% |
| Participant deferral / active EE | $4,440 | $3,081+44.1% | $4,048+9.7% | $4,139+7.3% |
| Admin fee / account holder | $1,302 | $6,500-80.0% | $8,703-85.0% | $7,234-82.0% |